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 | $204,910 | $103,376+98.2% | $87,100+135.3% | $152,861+34.1% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 10.82% | 28.10%-17.3pp | 28.19%-17.4pp | 345.32%-334.5pp |
| Employer contribution / active EE | $7,857 | $3,220+144.0% | $2,521+211.6% | $4,762+65.0% |
| Participant deferral / active EE | $5,443 | $4,778+13.9% | $4,049+34.4% | $5,850-7.0% |
| Admin fee / account holder | $1,034 | $12,205-91.5% | $7,497-86.2% | $11,596-91.1% |