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 | $193,442 | $91,538+111.3% | $129,995+48.8% | $75,163+157.4% |
| Participation rate | 97.2% | 71.4%+25.8pp | 78.5%+18.7pp | 67.2%+30.0pp |
| Annual return | 18.32% | -631.11%+649.4pp | -137.18%+155.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $10,255 | $2,845+260.4% | $4,320+137.4% | $2,670+284.1% |
| Participant deferral / active EE | $8,912 | $4,341+105.3% | $5,820+53.1% | $4,125+116.0% |
| Admin fee / account holder | $9,677 | $6,790+42.5% | $10,614-8.8% | $5,651+71.3% |