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 | $188,847 | $89,753+110.4% | $107,525+75.6% | $84,808+122.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.28% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,632 | $3,113-15.5% | $3,754-29.9% | $2,6310% |
| Participant deferral / active EE | $4,634 | $4,056+14.2% | $5,116-9.4% | $4,212+10.0% |
| Admin fee / account holder | $4,445 | $7,222-38.5% | $8,919-50.2% | $7,344-39.5% |