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 | $192,909 | $115,770+66.6% | $101,248+90.5% | $158,922+21.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.29% | 56.14%-27.9pp | 46.47%-18.2pp | 302.83%-274.5pp |
| Employer contribution / active EE | $18,047 | $4,175+332.3% | $3,660+393.2% | $4,761+279.0% |
| Participant deferral / active EE | $9,915 | $4,957+100.0% | $4,370+126.9% | $5,982+65.7% |
| Admin fee / account holder | $10,485 | $7,245+44.7% | $5,945+76.4% | $11,246-6.8% |