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 | $187,643 | $127,065+47.7% | $113,168+65.8% | $142,382+31.8% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 12.91% | 24.03%-11.1pp | 24.27%-11.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,892 | $3,442+42.1% | $2,975+64.4% | $4,299+13.8% |
| Participant deferral / active EE | $6,507 | $5,716+13.8% | $5,107+27.4% | $6,5070% |
| Admin fee / account holder | $57,697 | $15,736+266.7% | $12,068+378.1% | $12,624+357.1% |