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 | $191,839 | $91,538+109.6% | $129,995+47.6% | $75,163+155.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 21.78% | -631.11%+652.9pp | -137.18%+159.0pp | 160.62%-138.8pp |
| Employer contribution / active EE | $6,072 | $2,845+113.4% | $4,320+40.6% | $2,670+127.4% |
| Participant deferral / active EE | $12,557 | $4,341+189.3% | $5,820+115.8% | $4,125+204.4% |
| Admin fee / account holder | $14,061 | $6,790+107.1% | $10,614+32.5% | $5,651+148.8% |