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 | $188,002 | $111,724+68.3% | $93,606+100.8% | $145,922+28.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 14.53% | 202.98%-188.5pp | 133.20%-118.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,567 | $3,090-16.9% | $2,420+6.1% | $4,660-44.9% |
| Participant deferral / active EE | $12,950 | $4,912+163.7% | $4,411+193.6% | $6,688+93.6% |
| Admin fee / account holder | $6,051 | $10,250-41.0% | $8,285-27.0% | $13,397-54.8% |