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 | $188,590 | $77,899+142.1% | $149,673+26.0% | $75,163+150.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.61% | 31.72%-12.1pp | 134.42%-114.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $6,618 | $3,137+110.9% | $4,818+37.4% | $2,670+147.9% |
| Participant deferral / active EE | $11,385 | $3,411+233.8% | $5,680+100.4% | $4,125+176.0% |
| Admin fee / account holder | $1,493 | $5,956-74.9% | $13,210-88.7% | $5,651-73.6% |