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 | $199,477 | $85,202+134.1% | $172,739+15.5% | $72,985+173.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.02% | 27.32%-8.3pp | 802.84%-783.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,594 | $3,324-52.0% | $5,143-69.0% | $2,440-34.7% |
| Participant deferral / active EE | $4,539 | $3,260+39.2% | $5,198-12.7% | $3,607+25.8% |
| Admin fee / account holder | $715 | $5,884-87.8% | $13,954-94.9% | $5,124-86.0% |