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 | $201,001 | $78,422+156.3% | $95,952+109.5% | $79,858+151.7% |
| Participation rate | 81.4% | 73.5%+7.9pp | 77.1%+4.3pp | 69.6%+11.8pp |
| Annual return | 19.27% | 19.37%-0.1pp | 91.61%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,416 | $1,945-27.2% | $2,541-44.3% | $2,471-42.7% |
| Participant deferral / active EE | $4,141 | $3,440+20.4% | $4,167-0.6% | $3,740+10.7% |
| Admin fee / account holder | $5,022 | $5,622-10.7% | $6,795-26.1% | $5,306-5.4% |