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 | $227,670 | $126,574+79.9% | $106,213+114.4% | $145,922+56.0% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 12.99% | 224.79%-211.8pp | 116.14%-103.1pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,492 | $3,730-33.2% | $3,171-21.4% | $4,660-46.5% |
| Participant deferral / active EE | $6,929 | $5,724+21.1% | $5,016+38.1% | $6,688+3.6% |
| Admin fee / account holder | $461 | $17,304-97.3% | $11,033-95.8% | $13,397-96.6% |