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 | $217,269 | $78,422+177.1% | $95,952+126.4% | $79,858+172.1% |
| Participation rate | 88.0% | 73.5%+14.5pp | 77.1%+10.9pp | 69.6%+18.4pp |
| Annual return | 14.13% | 19.37%-5.2pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,527 | $1,945-21.5% | $2,541-39.9% | $2,471-38.2% |
| Participant deferral / active EE | $6,806 | $3,440+97.8% | $4,167+63.3% | $3,740+82.0% |
| Admin fee / account holder | $2,018 | $5,622-64.1% | $6,795-70.3% | $5,306-62.0% |