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 | $191,082 | $108,919+75.4% | $100,391+90.3% | $145,922+30.9% |
| Participation rate | 92.3% | 82.9%+9.4pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 15.34% | 57.88%-42.5pp | 49.20%-33.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,966 | $4,419-55.5% | $3,942-50.1% | $4,660-57.8% |
| Participant deferral / active EE | $5,350 | $8,445-36.7% | $8,082-33.8% | $6,688-20.0% |
| Admin fee / account holder | $33,196 | $9,689+242.6% | $7,899+320.3% | $13,397+147.8% |