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 | $199,326 | $111,724+78.4% | $93,606+112.9% | $145,922+36.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 14.62% | 202.98%-188.4pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,350 | $3,090+8.4% | $2,420+38.4% | $4,660-28.1% |
| Participant deferral / active EE | $11,178 | $4,912+127.6% | $4,411+153.4% | $6,688+67.1% |
| Admin fee / account holder | $1,704 | $10,250-83.4% | $8,285-79.4% | $13,397-87.3% |