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 | $204,996 | $198,466+3.3% | $170,442+20.3% | $147,584+38.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.33% | 257.29%-244.0pp | 205.93%-192.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,906 | $6,184-69.2% | $5,433-64.9% | $4,876-60.9% |
| Participant deferral / active EE | $2,799 | $5,629-50.3% | $4,939-43.3% | $5,439-48.5% |
| Admin fee / account holder | $78,686 | $16,852+366.9% | $13,880+466.9% | $10,885+622.9% |