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 | $187,199 | $98,750+89.6% | $149,696+25.1% | $79,858+134.4% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.7pp |
| Annual return | 18.35% | 27.43%-9.1pp | 276.60%-258.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,695 | $5,680+35.5% | $6,842+12.5% | $3,740+105.7% |
| Admin fee / account holder | $761 | $6,053-87.4% | $9,309-91.8% | $5,306-85.7% |