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 | $185,319 | $111,754+65.8% | $103,333+79.3% | $145,922+27.0% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 16.94% | 24.77%-7.8pp | 24.88%-7.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $14,817 | $4,212+251.7% | $3,868+283.1% | $4,660+218.0% |
| Participant deferral / active EE | $11,434 | $5,619+103.5% | $5,057+126.1% | $6,688+71.0% |
| Admin fee / account holder | $1,184 | $9,750-87.9% | $8,355-85.8% | $13,397-91.2% |