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 | $213,631 | $117,841+81.3% | $102,423+108.6% | $145,922+46.4% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.6pp |
| Annual return | 16.58% | 31.65%-15.1pp | 29.32%-12.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,741 | $3,615-24.2% | $3,023-9.3% | $4,660-41.2% |
| Participant deferral / active EE | $8,844 | $5,731+54.3% | $5,053+75.0% | $6,688+32.2% |
| Admin fee / account holder | $62,903 | $13,326+372.0% | $9,451+565.6% | $13,397+369.5% |