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 | $212,653 | $124,281+71.1% | $109,143+94.8% | $167,490+27.0% |
| Participation rate | 94.7% | 79.4%+15.3pp | 75.9%+18.9pp | 82.1%+12.6pp |
| Annual return | 17.37% | 26.04%-8.7pp | 25.75%-8.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $21,098 | $4,207+401.5% | $3,722+466.9% | $4,837+336.1% |
| Participant deferral / active EE | $11,674 | $5,255+122.1% | $4,653+150.9% | $6,341+84.1% |
| Admin fee / account holder | $5,112 | $7,970-35.9% | $6,752-24.3% | $12,309-58.5% |