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 | $207,479 | $108,919+90.5% | $100,391+106.7% | $145,922+42.2% |
| Participation rate | 94.4% | 82.9%+11.5pp | 81.5%+13.0pp | 80.3%+14.2pp |
| Annual return | 15.91% | 57.88%-42.0pp | 49.20%-33.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,780 | $4,419-37.1% | $3,942-29.5% | $4,660-40.3% |
| Participant deferral / active EE | $10,514 | $8,445+24.5% | $8,082+30.1% | $6,688+57.2% |
| Admin fee / account holder | $1,921 | $9,689-80.2% | $7,899-75.7% | $13,397-85.7% |