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 | $201,143 | $91,538+119.7% | $129,995+54.7% | $75,163+167.6% |
| Participation rate | 82.4% | 71.4%+10.9pp | 78.5%+3.9pp | 67.2%+15.2pp |
| Annual return | 23.11% | -631.11%+654.2pp | -137.18%+160.3pp | 160.62%-137.5pp |
| Employer contribution / active EE | $2,857 | $2,845+0.4% | $4,320-33.9% | $2,670+7.0% |
| Participant deferral / active EE | $6,470 | $4,341+49.1% | $5,820+11.2% | $4,125+56.9% |
| Admin fee / account holder | $7,597 | $6,790+11.9% | $10,614-28.4% | $5,651+34.4% |