See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,187 | $110,261+78.8% | $95,745+106.0% | $139,434+41.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.75% | 27.11%-11.4pp | 28.35%-12.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $19,163 | $3,257+488.3% | $2,835+576.0% | $4,751+303.4% |
| Participant deferral / active EE | $10,698 | $4,676+128.8% | $4,245+152.0% | $6,710+59.4% |
| Admin fee / account holder | $682 | $6,613-89.7% | $5,678-88.0% | $11,403-94.0% |