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 | $201,594 | $111,724+80.4% | $93,606+115.4% | $145,922+38.2% |
| Participation rate | 84.6% | 74.2%+10.4pp | 68.7%+15.9pp | 80.3%+4.3pp |
| Annual return | 15.78% | 202.98%-187.2pp | 133.20%-117.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $5,089 | $3,090+64.7% | $2,420+110.3% | $4,660+9.2% |
| Participant deferral / active EE | $7,382 | $4,912+50.3% | $4,411+67.3% | $6,688+10.4% |
| Admin fee / account holder | $2,688 | $10,250-73.8% | $8,285-67.6% | $13,397-79.9% |