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 | $191,589 | $115,770+65.5% | $101,248+89.2% | $158,922+20.6% |
| Participation rate | 95.8% | 79.4%+16.5pp | 75.8%+20.0pp | 82.0%+13.9pp |
| Annual return | 8.66% | 56.14%-47.5pp | 46.47%-37.8pp | 302.83%-294.2pp |
| Employer contribution / active EE | $11,938 | $4,175+186.0% | $3,660+226.2% | $4,761+150.7% |
| Participant deferral / active EE | $8,239 | $4,957+66.2% | $4,370+88.5% | $5,982+37.7% |
| Admin fee / account holder | $56,540 | $7,245+680.4% | $5,945+851.0% | $11,246+402.8% |