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 | $221,085 | $98,750+123.9% | $149,696+47.7% | $79,858+176.8% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.6%+4.4pp |
| Annual return | 17.31% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,205 | $3,216-62.5% | $4,644-74.1% | $2,471-51.2% |
| Participant deferral / active EE | $9,868 | $5,680+73.7% | $6,842+44.2% | $3,740+163.8% |
| Admin fee / account holder | $5,468 | $6,053-9.7% | $9,309-41.3% | $5,306+3.1% |