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 | $184,994 | $63,346+192.0% | $92,233+100.6% | $70,131+163.8% |
| Participation rate | 93.8% | 68.7%+25.1pp | 76.5%+17.3pp | 69.5%+24.2pp |
| Annual return | 22.68% | 530.12%-507.4pp | 176.28%-153.6pp | 73.14%-50.5pp |
| Employer contribution / active EE | $635 | $2,471-74.3% | $3,679-82.7% | $2,342-72.9% |
| Participant deferral / active EE | $4,734 | $2,854+65.9% | $3,897+21.5% | $3,332+42.1% |
| Admin fee / account holder | $24,297 | $3,840+532.7% | $5,194+367.8% | $4,645+423.0% |