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 | $201,547 | $137,414+46.7% | $189,513+6.3% | $85,850+134.8% |
| Participation rate | 74.2% | 84.6%-10.4pp | 87.8%-13.6pp | 69.3%+4.9pp |
| Annual return | 17.23% | 38.14%-20.9pp | 555.15%-537.9pp | 318.53%-301.3pp |
| Employer contribution / active EE | $2,380 | $4,344-45.2% | $6,162-61.4% | $2,565-7.2% |
| Participant deferral / active EE | $5,364 | $6,260-14.3% | $8,221-34.8% | $3,952+35.7% |
| Admin fee / account holder | $7,607 | $8,630-11.8% | $12,045-36.8% | $6,260+21.5% |