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 | $214,890 | $111,724+92.3% | $93,606+129.6% | $145,922+47.3% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 7.99% | 202.98%-195.0pp | 133.20%-125.2pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,168 | $3,090-29.8% | $2,420-10.4% | $4,660-53.5% |
| Participant deferral / active EE | $8,843 | $4,912+80.0% | $4,411+100.5% | $6,688+32.2% |
| Admin fee / account holder | $125,070 | $10,250+1120.2% | $8,285+1409.6% | $13,397+833.6% |