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 | $185,850 | $101,883+82.4% | $453,369-59.0% | $85,850+116.5% |
| Participation rate | 100.0% | 72.3%+27.7pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 13.69% | 25.38%-11.7pp | 64.40%-50.7pp | 318.53%-304.8pp |
| Employer contribution / active EE | $5,984 | $2,847+110.2% | $4,070+47.0% | $2,565+133.3% |
| Participant deferral / active EE | $6,241 | $4,782+30.5% | $6,209+0.5% | $3,952+57.9% |
| Admin fee / account holder | $2,489 | $5,706-56.4% | $11,209-77.8% | $6,260-60.2% |