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 | $203,041 | $102,317+98.4% | $146,958+38.2% | $80,856+151.1% |
| Participation rate | 96.7% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 16.04% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,779 | $3,713-52.1% | $4,933-63.9% | $2,755-35.4% |
| Participant deferral / active EE | $5,029 | $6,644-24.3% | $8,070-37.7% | $4,296+17.1% |
| Admin fee / account holder | $1,144 | $7,941-85.6% | $12,998-91.2% | $6,918-83.5% |