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 | $206,282 | $96,484+113.8% | $75,886+171.8% | $152,861+34.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 13.76% | 33.98%-20.2pp | 30.76%-17.0pp | 345.32%-331.6pp |
| Employer contribution / active EE | $2,135 | $3,309-35.5% | $2,500-14.6% | $4,762-55.2% |
| Participant deferral / active EE | $3,692 | $4,553-18.9% | $3,603+2.5% | $5,850-36.9% |
| Admin fee / account holder | $1,028 | $8,078-87.3% | $5,418-81.0% | $11,596-91.1% |