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 | $216,064 | $109,982+96.5% | $97,226+122.2% | $145,922+48.1% |
| Participation rate | 76.5% | 75.9%+0.5pp | 72.7%+3.8pp | 80.3%-3.8pp |
| Annual return | 14.55% | 242.90%-228.4pp | 75.13%-60.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,870 | $3,084-6.9% | $2,729+5.2% | $4,660-38.4% |
| Participant deferral / active EE | $6,840 | $4,676+46.3% | $4,264+60.4% | $6,688+2.3% |
| Admin fee / account holder | $3,103 | $6,221-50.1% | $5,654-45.1% | $13,397-76.8% |