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 | $192,335 | $137,414+40.0% | $189,513+1.5% | $85,850+124.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.10% | 38.14%-24.0pp | 555.15%-541.1pp | 318.53%-304.4pp |
| Employer contribution / active EE | $5,495 | $4,344+26.5% | $6,162-10.8% | $2,565+114.2% |
| Participant deferral / active EE | $6,166 | $6,260-1.5% | $8,221-25.0% | $3,952+56.0% |
| Admin fee / account holder | $1,321 | $8,630-84.7% | $12,045-89.0% | $6,260-78.9% |