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 | $194,522 | $79,171+145.7% | $102,423+89.9% | $74,495+161.1% |
| Participation rate | 92.9% | 74.8%+18.1pp | 76.5%+16.4pp | 67.2%+25.7pp |
| Annual return | 18.75% | 54.93%-36.2pp | 29.32%-10.6pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $3,839 | $2,362+62.5% | $3,023+27.0% | $2,623+46.4% |
| Participant deferral / active EE | $10,294 | $4,415+133.1% | $5,053+103.7% | $4,346+136.9% |
| Admin fee / account holder | $2,943 | $2,001+47.1% | $9,451-68.9% | $1,942+51.6% |