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 | $221,434 | $56,114+294.6% | $96,139+130.3% | $85,850+157.9% |
| Participation rate | 93.2% | 56.7%+36.5pp | 68.4%+24.7pp | 69.3%+23.9pp |
| Annual return | 17.56% | 42.30%-24.7pp | 191.94%-174.4pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,054 | $1,620-34.9% | $2,797-62.3% | $2,565-58.9% |
| Participant deferral / active EE | $11,378 | $2,859+297.9% | $4,349+161.6% | $3,952+187.9% |
| Admin fee / account holder | $3,197 | $3,768-15.2% | $5,537-42.3% | $6,260-48.9% |