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 | $227,900 | $112,096+103.3% | $95,952+137.5% | $158,922+43.4% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 14.57% | 171.09%-156.5pp | 91.61%-77.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,095 | $3,198-34.5% | $2,541-17.5% | $4,761-56.0% |
| Participant deferral / active EE | $7,250 | $4,784+51.5% | $4,167+74.0% | $5,982+21.2% |
| Admin fee / account holder | $7,850 | $10,130-22.5% | $6,795+15.5% | $11,246-30.2% |