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 | $205,992 | $68,346+201.4% | $94,646+117.6% | $75,163+174.1% |
| Participation rate | 97.0% | 76.1%+20.9pp | 80.8%+16.2pp | 67.2%+29.8pp |
| Annual return | 18.44% | 616.93%-598.5pp | 156.71%-138.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,720 | $2,701+0.7% | $3,672-25.9% | $2,670+1.9% |
| Participant deferral / active EE | $9,762 | $6,537+49.3% | $7,418+31.6% | $4,125+136.7% |
| Admin fee / account holder | $12,110 | $5,326+127.4% | $7,231+67.5% | $5,651+114.3% |