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 | $202,099 | $78,422+157.7% | $95,952+110.6% | $79,858+153.1% |
| Participation rate | 82.9% | 73.5%+9.4pp | 77.1%+5.8pp | 69.6%+13.2pp |
| Annual return | 11.82% | 19.37%-7.6pp | 91.61%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,865 | $1,945-4.1% | $2,541-26.6% | $2,471-24.5% |
| Participant deferral / active EE | $6,276 | $3,440+82.4% | $4,167+50.6% | $3,740+67.8% |
| Admin fee / account holder | $15,996 | $5,622+184.5% | $6,795+135.4% | $5,306+201.5% |