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 | $189,300 | $95,416+98.4% | $185,823+1.9% | $85,850+120.5% |
| Participation rate | 91.8% | 68.8%+23.0pp | 81.7%+10.1pp | 69.3%+22.5pp |
| Annual return | 16.28% | 23.59%-7.3pp | 122.05%-105.8pp | 318.53%-302.2pp |
| Employer contribution / active EE | $6,893 | $3,314+108.0% | $5,167+33.4% | $2,565+168.7% |
| Participant deferral / active EE | $4,099 | $3,423+19.7% | $5,568-26.4% | $3,952+3.7% |
| Admin fee / account holder | $3,240 | $7,213-55.1% | $16,237-80.0% | $6,260-48.2% |