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 | $231,186 | $104,974+120.2% | $95,585+141.9% | $142,382+62.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 14.60% | 210.33%-195.7pp | 38.56%-24.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,301 | $2,779-17.2% | $2,527-8.9% | $4,299-46.5% |
| Participant deferral / active EE | $8,737 | $4,352+100.8% | $4,023+117.2% | $6,507+34.3% |
| Admin fee / account holder | $607 | $6,386-90.5% | $6,127-90.1% | $12,624-95.2% |