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 6-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 | $188,207 | $74,888+151.3% | $71,209+164.3% | $142,382+32.2% |
| Participation rate | 87.0% | 76.2%+10.7pp | 73.8%+13.2pp | 80.1%+6.8pp |
| Annual return | 18.39% | 345.14%-326.8pp | 282.51%-264.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,004 | $2,854+40.3% | $2,721+47.2% | $4,299-6.9% |
| Participant deferral / active EE | $6,659 | $4,454+49.5% | $4,175+59.5% | $6,507+2.3% |
| Admin fee / account holder | $3,616 | $5,568-35.1% | $5,349-32.4% | $12,624-71.4% |