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 | $191,752 | $60,124+218.9% | $90,404+112.1% | $79,858+140.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.20% | 71.94%-52.7pp | 1293.02%-1273.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $18,458 | $2,068+792.7% | $3,262+465.9% | $2,471+647.1% |
| Participant deferral / active EE | $11,973 | $2,938+307.5% | $3,963+202.1% | $3,740+220.1% |
| Admin fee / account holder | $2,256 | $3,976-43.3% | $5,611-59.8% | $5,306-57.5% |