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 | $193,750 | $85,766+125.9% | $136,294+42.2% | $70,131+176.3% |
| Participation rate | 98.6% | 74.2%+24.5pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 18.47% | 31.45%-13.0pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $21,171 | $2,966+613.8% | $4,695+350.9% | $2,342+803.8% |
| Participant deferral / active EE | $16,485 | $5,051+226.3% | $6,247+163.9% | $3,332+394.8% |
| Admin fee / account holder | $1,503 | $5,420-72.3% | $9,243-83.7% | $4,645-67.6% |