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 | $192,385 | $104,251+84.5% | $91,001+111.4% | $147,584+30.4% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 85.72% | 27.06%+58.7pp | 4.60%+81.1pp | 578.55%-492.8pp |
| Employer contribution / active EE | $19,477 | $3,116+525.1% | $2,456+693.2% | $4,876+299.4% |
| Participant deferral / active EE | $12,922 | $4,195+208.0% | $3,547+264.3% | $5,439+137.6% |
| Admin fee / account holder | $826 | $8,948-90.8% | $5,417-84.7% | $10,885-92.4% |