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 | $206,569 | $91,552+125.6% | $133,956+54.2% | $79,858+158.7% |
| Participation rate | 94.0% | 73.3%+20.7pp | 79.8%+14.2pp | 69.6%+24.4pp |
| Annual return | 17.50% | 61.85%-44.3pp | 45.09%-27.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $4,179 | $2,384+75.3% | $3,919+6.6% | $2,471+69.1% |
| Participant deferral / active EE | $2,546 | $3,733-31.8% | $5,048-49.6% | $3,740-31.9% |
| Admin fee / account holder | $2,552 | $6,321-59.6% | $8,927-71.4% | $5,306-51.9% |