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 | $212,615 | $105,181+102.1% | $159,436+33.4% | $85,850+147.7% |
| Participation rate | 99.0% | 75.8%+23.2pp | 82.8%+16.1pp | 69.3%+29.6pp |
| Annual return | 15.72% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,079 | $3,318-37.3% | $4,829-57.0% | $2,565-19.0% |
| Participant deferral / active EE | $7,344 | $5,945+23.5% | $7,352-0.1% | $3,952+85.9% |
| Admin fee / account holder | $10,582 | $6,933+52.6% | $10,799-2.0% | $6,260+69.0% |