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 | $213,192 | $65,409+225.9% | $98,442+116.6% | $85,850+148.3% |
| Participation rate | 71.3% | 65.0%+6.3pp | 73.3%-2.1pp | 69.3%+1.9pp |
| Annual return | 16.02% | 21.76%-5.7pp | 1492.73%-1476.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,820 | $2,168-16.1% | $2,960-38.5% | $2,565-29.1% |
| Participant deferral / active EE | $3,812 | $3,166+20.4% | $4,276-10.9% | $3,952-3.5% |
| Admin fee / account holder | $7,356 | $4,593+60.2% | $5,949+23.6% | $6,260+17.5% |