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 | $211,568 | $105,181+101.1% | $159,436+32.7% | $85,850+146.4% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.8%+8.6pp | 69.3%+22.1pp |
| Annual return | 13.65% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,021 | $3,318-69.2% | $4,829-78.9% | $2,565-60.2% |
| Participant deferral / active EE | $5,559 | $5,945-6.5% | $7,352-24.4% | $3,952+40.7% |
| Admin fee / account holder | $5,155 | $6,933-25.7% | $10,799-52.3% | $6,260-17.7% |