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 | $201,613 | $77,899+158.8% | $149,673+34.7% | $75,163+168.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.72% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $4,242 | $3,137+35.2% | $4,818-12.0% | $2,670+58.9% |
| Participant deferral / active EE | $9,282 | $3,411+172.1% | $5,680+63.4% | $4,125+125.0% |
| Admin fee / account holder | $4,112 | $5,956-31.0% | $13,210-68.9% | $5,651-27.2% |