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 | $208,521 | $111,754+86.6% | $103,333+101.8% | $145,922+42.9% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 15.31% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $8,173 | $4,212+94.0% | $3,868+111.3% | $4,660+75.4% |
| Participant deferral / active EE | $13,957 | $5,619+148.4% | $5,057+176.0% | $6,688+108.7% |
| Admin fee / account holder | $1,487 | $9,750-84.8% | $8,355-82.2% | $13,397-88.9% |