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 | $192,694 | $85,766+124.7% | $136,294+41.4% | $70,131+174.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.12% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,455 | $2,966-51.0% | $4,695-69.0% | $2,342-37.9% |
| Participant deferral / active EE | $7,305 | $5,051+44.6% | $6,247+16.9% | $3,332+119.3% |
| Admin fee / account holder | $11,498 | $5,420+112.1% | $9,243+24.4% | $4,645+147.5% |