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 | $196,904 | $102,317+92.4% | $146,958+34.0% | $80,856+143.5% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.2%+1.0pp | 67.6%+15.5pp |
| Annual return | 12.84% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,288 | $3,713-65.3% | $4,933-73.9% | $2,755-53.3% |
| Participant deferral / active EE | $8,649 | $6,644+30.2% | $8,070+7.2% | $4,296+101.3% |
| Admin fee / account holder | $2,117 | $7,941-73.3% | $12,998-83.7% | $6,918-69.4% |