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 | $193,917 | $100,852+92.3% | $90,404+114.5% | $158,922+22.0% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 9.16% | 1724.20%-1715.0pp | 1293.02%-1283.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $2,614 | $3,689-29.1% | $3,262-19.9% | $4,761-45.1% |
| Participant deferral / active EE | $3,213 | $4,348-26.1% | $3,963-18.9% | $5,982-46.3% |
| Admin fee / account holder | $1,875 | $6,501-71.2% | $5,611-66.6% | $11,246-83.3% |