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 8-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 | $184,544 | $74,888+146.4% | $71,209+159.2% | $142,382+29.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.14% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $8,593 | $2,854+201.1% | $2,721+215.8% | $4,299+99.9% |
| Participant deferral / active EE | $13,105 | $4,454+194.2% | $4,175+213.9% | $6,507+101.4% |
| Admin fee / account holder | $15,168 | $5,568+172.4% | $5,349+183.6% | $12,624+20.2% |