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 | $194,148 | $176,377+10.1% | $134,143+44.7% | $158,922+22.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.94% | 63.63%-43.7pp | 36.33%-16.4pp | 302.83%-282.9pp |
| Employer contribution / active EE | $11,000 | $5,040+118.2% | $3,704+197.0% | $4,761+131.0% |
| Participant deferral / active EE | $25,000 | $4,091+511.0% | $3,499+614.5% | $5,982+317.9% |
| Admin fee / account holder | $560 | $8,718-93.6% | $6,684-91.6% | $11,246-95.0% |