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 | $227,230 | $112,881+101.3% | $90,951+149.8% | $158,922+43.0% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 12.81% | 215.79%-203.0pp | 134.60%-121.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,105 | $2,893-61.8% | $2,122-47.9% | $4,761-76.8% |
| Participant deferral / active EE | $10,657 | $4,128+158.2% | $3,373+216.0% | $5,982+78.2% |
| Admin fee / account holder | $87,233 | $8,041+984.9% | $5,959+1364.0% | $11,246+675.7% |