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 | $191,353 | $152,587+25.4% | $125,175+52.9% | $152,861+25.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.28% | 54.84%-42.6pp | 43.79%-31.5pp | 345.32%-333.0pp |
| Employer contribution / active EE | $1,784 | $4,946-63.9% | $3,865-53.8% | $4,762-62.5% |
| Participant deferral / active EE | $7,603 | $5,868+29.6% | $4,937+54.0% | $5,850+30.0% |
| Admin fee / account holder | $44,287 | $13,434+229.7% | $9,702+356.5% | $11,596+281.9% |