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 | $191,532 | $51,175+274.3% | $70,515+171.6% | $75,163+154.8% |
| Participation rate | 97.9% | 60.9%+36.9pp | 68.3%+29.5pp | 67.2%+30.7pp |
| Annual return | 22.06% | 30.02%-8.0pp | 32.77%-10.7pp | 160.62%-138.6pp |
| Employer contribution / active EE | $3,994 | $1,826+118.7% | $2,973+34.3% | $2,670+49.6% |
| Participant deferral / active EE | $11,047 | $2,849+287.7% | $4,567+141.9% | $4,125+167.8% |
| Admin fee / account holder | $9,960 | $4,091+143.5% | $6,412+55.3% | $5,651+76.3% |