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 | $207,324 | $91,190+127.4% | $178,490+16.2% | $79,858+159.6% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 12.86% | 24.19%-11.3pp | 151.07%-138.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $3,363 | $3,256+3.3% | $5,011-32.9% | $2,471+36.1% |
| Participant deferral / active EE | $5,106 | $3,236+57.8% | $5,202-1.8% | $3,740+36.5% |
| Admin fee / account holder | $20,226 | $6,751+199.6% | $13,984+44.6% | $5,306+281.2% |