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 | $228,677 | $124,319+83.9% | $111,297+105.5% | $167,490+36.5% |
| Participation rate | 84.2% | 79.6%+4.6pp | 77.3%+6.9pp | 82.1%+2.1pp |
| Annual return | 14.09% | 37.44%-23.3pp | 54.65%-40.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $14,399 | $3,435+319.1% | $2,731+427.2% | $4,837+197.6% |
| Participant deferral / active EE | $9,361 | $5,180+80.7% | $4,487+108.6% | $6,341+47.6% |
| Admin fee / account holder | $8,669 | $10,618-18.4% | $7,964+8.9% | $12,309-29.6% |