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 | $220,910 | $77,899+183.6% | $149,673+47.6% | $75,163+193.9% |
| Participation rate | 78.4% | 65.6%+12.8pp | 78.8%-0.4pp | 67.2%+11.2pp |
| Annual return | 18.37% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,089 | $3,137-33.4% | $4,818-56.6% | $2,670-21.7% |
| Participant deferral / active EE | $8,000 | $3,411+134.5% | $5,680+40.8% | $4,125+93.9% |
| Admin fee / account holder | $1,301 | $5,956-78.2% | $13,210-90.2% | $5,651-77.0% |