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 | $198,124 | $122,239+62.1% | $184,203+7.6% | $74,495+166.0% |
| Participation rate | 95.0% | 85.5%+9.5pp | 86.8%+8.1pp | 67.2%+27.8pp |
| Annual return | 23.76% | 19.95%+3.8pp | 28.81%-5.1pp | 1364.94%-1341.2pp |
| Employer contribution / active EE | $4,107 | $4,537-9.5% | $6,427-36.1% | $2,623+56.6% |
| Participant deferral / active EE | $15,552 | $7,139+117.9% | $9,131+70.3% | $4,346+257.9% |
| Admin fee / account holder | $19,616 | $1,260+1457.2% | $13,901+41.1% | $1,942+910.2% |