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 | $182,425 | $111,754+63.2% | $103,333+76.5% | $145,922+25.0% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 10.76% | 24.77%-14.0pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $19,057 | $4,212+352.4% | $3,868+392.7% | $4,660+309.0% |
| Participant deferral / active EE | $11,020 | $5,619+96.1% | $5,057+117.9% | $6,688+64.8% |
| Admin fee / account holder | $21,714 | $9,750+122.7% | $8,355+159.9% | $13,397+62.1% |