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 | $231,426 | $74,888+209.0% | $71,209+225.0% | $142,382+62.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 19.49% | 345.14%-325.7pp | 282.51%-263.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,936 | $2,854+2.9% | $2,721+7.9% | $4,299-31.7% |
| Participant deferral / active EE | $5,769 | $4,454+29.5% | $4,175+38.2% | $6,507-11.3% |
| Admin fee / account holder | $1,000 | $5,568-82.0% | $5,349-81.3% | $12,624-92.1% |