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 | $184,517 | $100,773+83.1% | $88,946+107.4% | $142,382+29.6% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 13.33% | 70.18%-56.8pp | 57.82%-44.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $9,647 | $2,918+230.6% | $2,555+277.6% | $4,299+124.4% |
| Participant deferral / active EE | $9,275 | $5,230+77.3% | $4,581+102.5% | $6,507+42.5% |
| Admin fee / account holder | $8,500 | $9,693-12.3% | $8,261+2.9% | $12,624-32.7% |