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 | $192,859 | $65,409+194.9% | $98,442+95.9% | $85,850+124.6% |
| Participation rate | 91.2% | 65.0%+26.2pp | 73.3%+17.8pp | 69.3%+21.9pp |
| Annual return | 15.88% | 21.76%-5.9pp | 1492.73%-1476.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,974 | $2,168+83.4% | $2,960+34.3% | $2,565+54.9% |
| Participant deferral / active EE | $8,688 | $3,166+174.4% | $4,276+103.2% | $3,952+119.8% |
| Admin fee / account holder | $10,536 | $4,593+129.4% | $5,949+77.1% | $6,260+68.3% |