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 | $213,572 | $165,335+29.2% | $149,696+42.7% | $158,922+34.4% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 37.64% | 348.15%-310.5pp | 276.60%-239.0pp | 302.83%-265.2pp |
| Employer contribution / active EE | $1,185 | $5,103-76.8% | $4,644-74.5% | $4,761-75.1% |
| Participant deferral / active EE | $5,874 | $7,181-18.2% | $6,842-14.2% | $5,982-1.8% |
| Admin fee / account holder | $43,429 | $10,807+301.9% | $9,309+366.5% | $11,246+286.2% |