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 | $201,070 | $144,119+39.5% | $117,854+70.6% | $147,584+36.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 27.53% | 531.15%-503.6pp | 335.08%-307.5pp | 578.55%-551.0pp |
| Employer contribution / active EE | $2,260 | $4,896-53.8% | $3,786-40.3% | $4,876-53.7% |
| Participant deferral / active EE | $8,486 | $5,316+59.6% | $4,482+89.4% | $5,439+56.0% |
| Admin fee / account holder | $2,167 | $10,886-80.1% | $8,020-73.0% | $10,885-80.1% |