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 | $205,969 | $91,190+125.9% | $178,490+15.4% | $79,858+157.9% |
| Participation rate | 73.8% | 69.2%+4.6pp | 81.9%-8.1pp | 69.6%+4.2pp |
| Annual return | 16.94% | 24.19%-7.3pp | 151.07%-134.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,410 | $3,256+4.7% | $5,011-31.9% | $2,471+38.0% |
| Participant deferral / active EE | $8,008 | $3,236+147.5% | $5,202+53.9% | $3,740+114.1% |
| Admin fee / account holder | $34,814 | $6,751+415.7% | $13,984+149.0% | $5,306+556.1% |