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 | $193,095 | $102,604+88.2% | $86,188+124.0% | $139,434+38.5% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | 12.60% | 1922.51%-1909.9pp | 1168.45%-1155.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,159 | $3,032-28.8% | $2,380-9.3% | $4,751-54.5% |
| Participant deferral / active EE | $10,403 | $4,676+122.5% | $3,985+161.0% | $6,710+55.0% |
| Admin fee / account holder | $2,084 | $8,657-75.9% | $6,852-69.6% | $11,403-81.7% |