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 | $213,134 | $114,047+86.9% | $96,139+121.7% | $167,490+27.3% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 10.34% | 189.88%-179.5pp | 191.94%-181.6pp | 478.56%-468.2pp |
| Employer contribution / active EE | $1,851 | $3,427-46.0% | $2,797-33.8% | $4,837-61.7% |
| Participant deferral / active EE | $4,729 | $5,194-9.0% | $4,349+8.7% | $6,341-25.4% |
| Admin fee / account holder | $6,040 | $6,897-12.4% | $5,537+9.1% | $12,309-50.9% |