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 | $205,564 | $74,888+174.5% | $71,209+188.7% | $142,382+44.4% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 16.97% | 345.14%-328.2pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,609 | $2,854-8.6% | $2,721-4.1% | $4,299-39.3% |
| Participant deferral / active EE | $2,717 | $4,454-39.0% | $4,175-34.9% | $6,507-58.2% |
| Admin fee / account holder | $41,001 | $5,568+636.3% | $5,349+666.5% | $12,624+224.8% |