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 | $203,061 | $126,574+60.4% | $106,213+91.2% | $145,922+39.2% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 18.16% | 224.79%-206.6pp | 116.14%-98.0pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,685 | $3,730-28.0% | $3,171-15.3% | $4,660-42.4% |
| Participant deferral / active EE | $4,439 | $5,724-22.5% | $5,016-11.5% | $6,688-33.6% |
| Admin fee / account holder | $36,472 | $17,304+110.8% | $11,033+230.6% | $13,397+172.2% |