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 | $210,694 | $84,233+150.1% | $170,442+23.6% | $70,131+200.4% |
| Participation rate | 92.0% | 70.8%+21.2pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 12.73% | 23.06%-10.3pp | 205.93%-193.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,744 | $3,387-48.5% | $5,433-67.9% | $2,342-25.5% |
| Participant deferral / active EE | $2,814 | $3,086-8.8% | $4,939-43.0% | $3,332-15.5% |
| Admin fee / account holder | $13,267 | $5,698+132.8% | $13,880-4.4% | $4,645+185.6% |