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 | $229,231 | $109,982+108.4% | $97,226+135.8% | $145,922+57.1% |
| Participation rate | 81.3% | 75.9%+5.3pp | 72.7%+8.6pp | 80.3%+1.0pp |
| Annual return | 22.78% | 242.90%-220.1pp | 75.13%-52.4pp | 561.29%-538.5pp |
| Employer contribution / active EE | $1,442 | $3,084-53.3% | $2,729-47.2% | $4,660-69.1% |
| Participant deferral / active EE | $8,179 | $4,676+74.9% | $4,264+91.8% | $6,688+22.3% |
| Admin fee / account holder | $2,193 | $6,221-64.8% | $5,654-61.2% | $13,397-83.6% |