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 | $183,504 | $89,753+104.5% | $107,525+70.7% | $84,808+116.4% |
| Participation rate | 97.6% | 68.1%+29.6pp | 75.1%+22.5pp | 68.3%+29.3pp |
| Annual return | 15.94% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $10,411 | $3,113+234.4% | $3,754+177.4% | $2,631+295.7% |
| Participant deferral / active EE | $8,875 | $4,056+118.8% | $5,116+73.5% | $4,212+110.7% |
| Admin fee / account holder | $1,279 | $7,222-82.3% | $8,919-85.7% | $7,344-82.6% |