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 | $196,308 | $73,933+165.5% | $96,683+103.0% | $75,163+161.2% |
| Participation rate | 98.0% | 66.4%+31.6pp | 74.3%+23.7pp | 67.2%+30.8pp |
| Annual return | 15.62% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,660 | $2,928-9.1% | $3,737-28.8% | $2,670-0.4% |
| Participant deferral / active EE | $10,199 | $3,659+178.8% | $4,878+109.1% | $4,125+147.2% |
| Admin fee / account holder | $16,059 | $5,216+207.9% | $6,730+138.6% | $5,651+184.2% |