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 | $189,850 | $102,966+84.4% | $90,281+110.3% | $152,861+24.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.84% | 95.16%-74.3pp | 78.10%-57.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $4,662 | $3,139+48.5% | $2,854+63.3% | $4,762-2.1% |
| Participant deferral / active EE | $16,386 | $4,281+282.7% | $3,885+321.7% | $5,850+180.1% |
| Admin fee / account holder | $890 | $6,171-85.6% | $5,351-83.4% | $11,596-92.3% |