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 | $176,543 | $127,065+38.9% | $113,168+56.0% | $142,382+24.0% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 12.08% | 24.03%-12.0pp | 24.27%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $5,842 | $3,442+69.7% | $2,975+96.3% | $4,299+35.9% |
| Participant deferral / active EE | $6,355 | $5,716+11.2% | $5,107+24.4% | $6,507-2.3% |
| Admin fee / account holder | $67,321 | $15,736+327.8% | $12,068+457.9% | $12,624+433.3% |