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 | $189,074 | $89,355+111.6% | $141,162+33.9% | $72,985+159.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.04% | 111.85%-92.8pp | 71.39%-52.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,065 | $3,114-65.8% | $4,735-77.5% | $2,440-56.3% |
| Participant deferral / active EE | $11,670 | $5,418+115.4% | $6,709+73.9% | $3,607+223.5% |
| Admin fee / account holder | $5,923 | $5,958-0.6% | $10,261-42.3% | $5,124+15.6% |