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 | $193,115 | $112,096+72.3% | $95,952+101.3% | $158,922+21.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 13.50% | 171.09%-157.6pp | 91.61%-78.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,451 | $3,198-54.6% | $2,541-42.9% | $4,761-69.5% |
| Participant deferral / active EE | $10,704 | $4,784+123.8% | $4,167+156.9% | $5,982+78.9% |
| Admin fee / account holder | $8,603 | $10,130-15.1% | $6,795+26.6% | $11,246-23.5% |