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 | $221,887 | $117,841+88.3% | $102,423+116.6% | $145,922+52.1% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 8.93% | 31.65%-22.7pp | 29.32%-20.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,921 | $3,615-46.8% | $3,023-36.4% | $4,660-58.8% |
| Participant deferral / active EE | $3,259 | $5,731-43.1% | $5,053-35.5% | $6,688-51.3% |
| Admin fee / account holder | $3,666 | $13,326-72.5% | $9,451-61.2% | $13,397-72.6% |