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 | $213,092 | $78,422+171.7% | $95,952+122.1% | $79,858+166.8% |
| Participation rate | 87.2% | 73.5%+13.7pp | 77.1%+10.1pp | 69.6%+17.5pp |
| Annual return | 16.97% | 19.37%-2.4pp | 91.61%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,525 | $1,945-21.6% | $2,541-40.0% | $2,471-38.3% |
| Participant deferral / active EE | $1,720 | $3,440-50.0% | $4,167-58.7% | $3,740-54.0% |
| Admin fee / account holder | $1,091 | $5,622-80.6% | $6,795-83.9% | $5,306-79.4% |