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 | $186,989 | $114,381+63.5% | $107,525+73.9% | $142,382+31.3% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 17.63% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $8,919 | $4,015+122.2% | $3,754+137.6% | $4,299+107.5% |
| Participant deferral / active EE | $10,874 | $5,564+95.4% | $5,116+112.6% | $6,507+67.1% |
| Admin fee / account holder | $2,072 | $9,860-79.0% | $8,919-76.8% | $12,624-83.6% |