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 | $217,026 | $111,724+94.3% | $93,606+131.9% | $145,922+48.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 9.72% | 202.98%-193.3pp | 133.20%-123.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,630 | $3,090-47.3% | $2,420-32.7% | $4,660-65.0% |
| Participant deferral / active EE | $1,827 | $4,912-62.8% | $4,411-58.6% | $6,688-72.7% |
| Admin fee / account holder | $1,194 | $10,250-88.4% | $8,285-85.6% | $13,397-91.1% |