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 | $221,981 | $112,881+96.6% | $90,951+144.1% | $158,922+39.7% |
| Participation rate | 94.1% | 74.7%+19.4pp | 69.0%+25.1pp | 82.0%+12.2pp |
| Annual return | 15.38% | 215.79%-200.4pp | 134.60%-119.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $8,644 | $2,893+198.8% | $2,122+307.4% | $4,761+81.6% |
| Participant deferral / active EE | $4,421 | $4,128+7.1% | $3,373+31.1% | $5,982-26.1% |
| Admin fee / account holder | $837 | $8,041-89.6% | $5,959-86.0% | $11,246-92.6% |