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 | $216,394 | $97,757+121.4% | $83,848+158.1% | $135,375+59.8% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | 10.67% | 1287.37%-1276.7pp | 850.88%-840.2pp | 519.73%-509.1pp |
| Employer contribution / active EE | $5,979 | $4,222+41.6% | $3,631+64.7% | $4,779+25.1% |
| Participant deferral / active EE | $6,503 | $4,682+38.9% | $4,082+59.3% | $5,609+15.9% |
| Admin fee / account holder | $1,942 | $6,674-70.9% | $5,478-64.5% | $10,827-82.1% |