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 | $201,186 | $112,881+78.2% | $90,951+121.2% | $158,922+26.6% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 16.92% | 215.79%-198.9pp | 134.60%-117.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,040 | $2,893-64.0% | $2,122-51.0% | $4,761-78.1% |
| Participant deferral / active EE | $8,423 | $4,128+104.1% | $3,373+149.7% | $5,982+40.8% |
| Admin fee / account holder | $39,052 | $8,041+385.7% | $5,959+555.4% | $11,246+247.3% |