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 | $193,365 | $106,515+81.5% | $96,683+100.0% | $139,434+38.7% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 22.80% | 38.43%-15.6pp | 35.69%-12.9pp | 372.94%-350.1pp |
| Employer contribution / active EE | $5,859 | $4,103+42.8% | $3,737+56.8% | $4,751+23.3% |
| Participant deferral / active EE | $16,366 | $5,454+200.1% | $4,878+235.5% | $6,710+143.9% |
| Admin fee / account holder | $59,015 | $7,877+649.2% | $6,730+777.0% | $11,403+417.6% |