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 | $223,366 | $133,922+66.8% | $116,228+92.2% | $142,382+56.9% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 15.53% | 147.76%-132.2pp | 90.06%-74.5pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,046 | $3,446-69.6% | $2,994-65.1% | $4,299-75.7% |
| Participant deferral / active EE | $11,581 | $5,672+104.2% | $4,953+133.8% | $6,507+78.0% |
| Admin fee / account holder | $4,708 | $14,945-68.5% | $11,989-60.7% | $12,624-62.7% |