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 | $228,494 | $102,317+123.3% | $146,958+55.5% | $80,856+182.6% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.2%+12.0pp | 67.6%+26.5pp |
| Annual return | 15.19% | 134.76%-119.6pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,091 | $3,713-70.6% | $4,933-77.9% | $2,755-60.4% |
| Participant deferral / active EE | $15,016 | $6,644+126.0% | $8,070+86.1% | $4,296+249.6% |
| Admin fee / account holder | $6,120 | $7,941-22.9% | $12,998-52.9% | $6,918-11.5% |