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 | $191,619 | $165,984+15.4% | $164,813+16.3% | $145,922+31.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.99% | 100.03%-91.0pp | 69.93%-60.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,746 | $5,273-66.9% | $4,341-59.8% | $4,660-62.5% |
| Participant deferral / active EE | $13,549 | $6,959+94.7% | $6,031+124.6% | $6,688+102.6% |
| Admin fee / account holder | $176,816 | $16,648+962.1% | $12,690+1293.4% | $13,397+1219.8% |