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 | $204,457 | $117,983+73.3% | $101,794+100.9% | $142,382+43.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.66% | 36.92%-21.3pp | 30.53%-14.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,949 | $2,773-29.7% | $2,289-14.8% | $4,299-54.7% |
| Participant deferral / active EE | $3,769 | $4,714-20.0% | $4,084-7.7% | $6,507-42.1% |
| Admin fee / account holder | $6,503 | $10,433-37.7% | $8,777-25.9% | $12,624-48.5% |