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 | $177,968 | $52,380+239.8% | $98,755+80.2% | $85,850+107.3% |
| Participation rate | 75.5% | 58.0%+17.5pp | 65.7%+9.8pp | 69.3%+6.2pp |
| Annual return | 13.87% | 25.82%-11.9pp | 49.91%-36.0pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,299 | $1,337+71.9% | $2,067+11.2% | $2,565-10.4% |
| Participant deferral / active EE | $5,275 | $2,101+151.1% | $3,035+73.8% | $3,952+33.5% |
| Admin fee / account holder | $22,168 | $3,865+473.6% | $4,076+443.9% | $6,260+254.1% |