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 | $197,681 | $74,888+164.0% | $71,209+177.6% | $142,382+38.8% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 15.84% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,797 | $2,854-37.0% | $2,721-34.0% | $4,299-58.2% |
| Participant deferral / active EE | $5,073 | $4,454+13.9% | $4,175+21.5% | $6,507-22.0% |
| Admin fee / account holder | $4,870 | $5,568-12.5% | $5,349-9.0% | $12,624-61.4% |