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 | $215,952 | $100,041+115.9% | $149,718+44.2% | $70,131+207.9% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.1%+10.2pp | 69.5%+27.7pp |
| Annual return | 15.44% | 27.43%-12.0pp | 1501.63%-1486.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,970 | $3,662-18.9% | $5,445-45.5% | $2,342+26.8% |
| Participant deferral / active EE | $6,442 | $4,983+29.3% | $6,569-1.9% | $3,332+93.3% |
| Admin fee / account holder | $7,912 | $8,286-4.5% | $11,283-29.9% | $4,645+70.3% |