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 | $198,070 | $102,317+93.6% | $146,958+34.8% | $80,856+145.0% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 17.27% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,591 | $3,713-30.2% | $4,933-47.5% | $2,755-6.0% |
| Participant deferral / active EE | $6,495 | $6,644-2.2% | $8,070-19.5% | $4,296+51.2% |
| Admin fee / account holder | $8,247 | $7,941+3.9% | $12,998-36.5% | $6,918+19.2% |