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 | $208,606 | $154,117+35.4% | $129,995+60.5% | $139,434+49.6% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 19.22% | 32.48%-13.3pp | -137.18%+156.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $9,688 | $5,289+83.2% | $4,320+124.3% | $4,751+103.9% |
| Participant deferral / active EE | $10,361 | $6,710+54.4% | $5,820+78.0% | $6,710+54.4% |
| Admin fee / account holder | $2,241 | $14,007-84.0% | $10,614-78.9% | $11,403-80.4% |