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 | $194,524 | $148,534+31.0% | $135,903+43.1% | $139,434+39.5% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 14.33% | 79.19%-64.9pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $10,101 | $5,243+92.7% | $4,856+108.0% | $4,751+112.6% |
| Participant deferral / active EE | $10,418 | $8,100+28.6% | $7,758+34.3% | $6,710+55.3% |
| Admin fee / account holder | $7,346 | $12,400-40.8% | $10,762-31.7% | $11,403-35.6% |