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 | $195,181 | $89,753+117.5% | $107,525+81.5% | $84,808+130.1% |
| Participation rate | 78.6% | 68.1%+10.5pp | 75.1%+3.5pp | 68.3%+10.3pp |
| Annual return | 13.13% | 29.48%-16.3pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,239 | $3,113-28.1% | $3,754-40.4% | $2,631-14.9% |
| Participant deferral / active EE | $5,938 | $4,056+46.4% | $5,116+16.1% | $4,212+41.0% |
| Admin fee / account holder | $31,566 | $7,222+337.1% | $8,919+253.9% | $7,344+329.8% |