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 | $202,538 | $112,096+80.7% | $95,952+111.1% | $158,922+27.4% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 22.29% | 171.09%-148.8pp | 91.61%-69.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $3,048 | $3,198-4.7% | $2,541+19.9% | $4,761-36.0% |
| Participant deferral / active EE | $5,864 | $4,784+22.6% | $4,167+40.7% | $5,982-2.0% |
| Admin fee / account holder | $7,407 | $10,130-26.9% | $6,795+9.0% | $11,246-34.1% |