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 | $197,540 | $70,669+179.5% | $169,368+16.6% | $75,163+162.8% |
| Participation rate | 90.6% | 64.8%+25.8pp | 77.1%+13.5pp | 67.2%+23.4pp |
| Annual return | 19.42% | 36.36%-16.9pp | 405.60%-386.2pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,818 | $2,211-17.8% | $4,013-54.7% | $2,670-31.9% |
| Participant deferral / active EE | $7,409 | $4,311+71.9% | $6,221+19.1% | $4,125+79.6% |
| Admin fee / account holder | $16,666 | $5,402+208.5% | $9,003+85.1% | $5,651+194.9% |