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 | $200,152 | $109,982+82.0% | $97,226+105.9% | $145,922+37.2% |
| Participation rate | 91.3% | 75.9%+15.4pp | 72.7%+18.6pp | 80.3%+11.0pp |
| Annual return | 24.03% | 242.90%-218.9pp | 75.13%-51.1pp | 561.29%-537.3pp |
| Employer contribution / active EE | $4,407 | $3,084+42.9% | $2,729+61.5% | $4,660-5.4% |
| Participant deferral / active EE | $6,298 | $4,676+34.7% | $4,264+47.7% | $6,688-5.8% |
| Admin fee / account holder | $18,982 | $6,221+205.1% | $5,654+235.8% | $13,397+41.7% |