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 | $195,953 | $81,208+141.3% | $98,907+98.1% | $79,858+145.4% |
| Participation rate | 96.9% | 72.5%+24.4pp | 76.0%+20.9pp | 69.6%+27.2pp |
| Annual return | 13.04% | 60.99%-48.0pp | 196.43%-183.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $12,594 | $1,960+542.7% | $2,689+368.4% | $2,471+409.7% |
| Participant deferral / active EE | $5,604 | $3,265+71.6% | $4,244+32.0% | $3,740+49.8% |
| Admin fee / account holder | $1,735 | $6,013-71.1% | $6,642-73.9% | $5,306-67.3% |