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 | $212,274 | $126,574+67.7% | $106,213+99.9% | $145,922+45.5% |
| Participation rate | 72.7% | 77.6%-4.9pp | 75.3%-2.6pp | 80.3%-7.5pp |
| Annual return | 13.52% | 224.79%-211.3pp | 116.14%-102.6pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,588 | $3,730-57.4% | $3,171-49.9% | $4,660-65.9% |
| Participant deferral / active EE | $6,403 | $5,724+11.9% | $5,016+27.6% | $6,688-4.3% |
| Admin fee / account holder | $3,576 | $17,304-79.3% | $11,033-67.6% | $13,397-73.3% |