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 | $199,184 | $124,319+60.2% | $111,297+79.0% | $167,490+18.9% |
| Participation rate | 93.3% | 79.6%+13.7pp | 77.3%+16.0pp | 82.1%+11.2pp |
| Annual return | 11.76% | 37.44%-25.7pp | 54.65%-42.9pp | 478.56%-466.8pp |
| Employer contribution / active EE | $14,690 | $3,435+327.6% | $2,731+437.9% | $4,837+203.7% |
| Participant deferral / active EE | $8,599 | $5,180+66.0% | $4,487+91.6% | $6,341+35.6% |
| Admin fee / account holder | $2,617 | $10,618-75.4% | $7,964-67.1% | $12,309-78.7% |