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 | $183,353 | $77,899+135.4% | $149,673+22.5% | $75,163+143.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.92% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,471 | $3,137-53.1% | $4,818-69.5% | $2,670-44.9% |
| Participant deferral / active EE | $8,711 | $3,411+155.4% | $5,680+53.4% | $4,125+111.2% |
| Admin fee / account holder | $14,755 | $5,956+147.7% | $13,210+11.7% | $5,651+161.1% |