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 | $194,270 | $77,899+149.4% | $149,673+29.8% | $75,163+158.5% |
| Participation rate | 97.5% | 65.6%+32.0pp | 78.8%+18.8pp | 67.2%+30.3pp |
| Annual return | 15.37% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $10,961 | $3,137+249.4% | $4,818+127.5% | $2,670+310.6% |
| Participant deferral / active EE | $6,353 | $3,411+86.2% | $5,680+11.8% | $4,125+54.0% |
| Admin fee / account holder | $805 | $5,956-86.5% | $13,210-93.9% | $5,651-85.8% |