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 | $205,894 | $102,966+100.0% | $90,281+128.1% | $152,861+34.7% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 21.27% | 95.16%-73.9pp | 78.10%-56.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,653 | $3,139-47.3% | $2,854-42.1% | $4,762-65.3% |
| Participant deferral / active EE | $5,185 | $4,281+21.1% | $3,885+33.5% | $5,850-11.4% |
| Admin fee / account holder | $1,815 | $6,171-70.6% | $5,351-66.1% | $11,596-84.3% |