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 | $195,107 | $144,119+35.4% | $117,854+65.5% | $147,584+32.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.94% | 531.15%-519.2pp | 335.08%-323.1pp | 578.55%-566.6pp |
| Employer contribution / active EE | $3,326 | $4,896-32.1% | $3,786-12.2% | $4,876-31.8% |
| Participant deferral / active EE | $5,564 | $5,316+4.7% | $4,482+24.1% | $5,439+2.3% |
| Admin fee / account holder | $7,811 | $10,886-28.2% | $8,020-2.6% | $10,885-28.2% |