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 | $215,392 | $105,181+104.8% | $159,436+35.1% | $85,850+150.9% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.8%-5.9pp | 69.3%+7.6pp |
| Annual return | 19.52% | 45.07%-25.5pp | 263.57%-244.0pp | 318.53%-299.0pp |
| Employer contribution / active EE | $2,379 | $3,318-28.3% | $4,829-50.7% | $2,565-7.2% |
| Participant deferral / active EE | $4,803 | $5,945-19.2% | $7,352-34.7% | $3,952+21.5% |
| Admin fee / account holder | $5,077 | $6,933-26.8% | $10,799-53.0% | $6,260-18.9% |