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 | $202,271 | $111,754+81.0% | $103,333+95.7% | $145,922+38.6% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 9.91% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $5,751 | $4,212+36.5% | $3,868+48.7% | $4,660+23.4% |
| Participant deferral / active EE | $4,186 | $5,619-25.5% | $5,057-17.2% | $6,688-37.4% |
| Admin fee / account holder | $29,344 | $9,750+201.0% | $8,355+251.2% | $13,397+119.0% |