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 | $223,126 | $111,754+99.7% | $103,333+115.9% | $145,922+52.9% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 11.48% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $6,931 | $4,212+64.5% | $3,868+79.2% | $4,660+48.7% |
| Participant deferral / active EE | $13,699 | $5,619+143.8% | $5,057+170.9% | $6,688+104.8% |
| Admin fee / account holder | $55,600 | $9,750+470.2% | $8,355+565.5% | $13,397+315.0% |