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 | $206,058 | $67,411+205.7% | $91,001+126.4% | $70,131+193.8% |
| Participation rate | 95.7% | 71.4%+24.3pp | 75.6%+20.1pp | 69.5%+26.1pp |
| Annual return | 15.17% | -40.16%+55.3pp | 4.60%+10.6pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,766 | $1,786+110.9% | $2,456+53.4% | $2,342+60.8% |
| Participant deferral / active EE | $5,024 | $2,823+78.0% | $3,547+41.6% | $3,332+50.8% |
| Admin fee / account holder | $25,242 | $4,236+495.9% | $5,417+366.0% | $4,645+443.4% |