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 | $205,330 | $105,181+95.2% | $159,436+28.8% | $85,850+139.2% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.8%-3.5pp | 69.3%+10.1pp |
| Annual return | 13.04% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,679 | $3,318-19.3% | $4,829-44.5% | $2,565+4.4% |
| Participant deferral / active EE | $7,273 | $5,945+22.3% | $7,352-1.1% | $3,952+84.1% |
| Admin fee / account holder | $3,391 | $6,933-51.1% | $10,799-68.6% | $6,260-45.8% |