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 | $219,615 | $63,346+246.7% | $92,233+138.1% | $70,131+213.2% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 24.49% | 530.12%-505.6pp | 176.28%-151.8pp | 73.14%-48.7pp |
| Employer contribution / active EE | $1,490 | $2,471-39.7% | $3,679-59.5% | $2,342-36.4% |
| Participant deferral / active EE | $6,828 | $2,854+139.3% | $3,897+75.2% | $3,332+104.9% |
| Admin fee / account holder | $10,273 | $3,840+167.5% | $5,194+97.8% | $4,645+121.1% |