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 | $204,658 | $102,966+98.8% | $90,281+126.7% | $152,861+33.9% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.4%+9.9pp |
| Annual return | 20.84% | 95.16%-74.3pp | 78.10%-57.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $5,407 | $3,139+72.3% | $2,854+89.4% | $4,762+13.5% |
| Participant deferral / active EE | $7,189 | $4,281+67.9% | $3,885+85.0% | $5,850+22.9% |
| Admin fee / account holder | $1,651 | $6,171-73.2% | $5,351-69.1% | $11,596-85.8% |