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 | $191,229 | $64,707+195.5% | $112,228+70.4% | $68,494+179.2% |
| Participation rate | 77.1% | 67.2%+9.9pp | 75.1%+2.0pp | 67.9%+9.2pp |
| Annual return | 85.49% | -11.40%+96.9pp | 27.45%+58.0pp | -7.84%+93.3pp |
| Employer contribution / active EE | $4,999 | $2,746+82.1% | $3,635+37.5% | $2,596+92.6% |
| Participant deferral / active EE | $4,904 | $3,565+37.6% | $4,728+3.7% | $4,027+21.8% |
| Admin fee / account holder | $2,588 | $5,232-50.5% | $6,410-59.6% | $5,403-52.1% |