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 | $226,318 | $127,065+78.1% | $113,168+100.0% | $142,382+59.0% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 11.86% | 24.03%-12.2pp | 24.27%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,625 | $3,442-23.7% | $2,975-11.8% | $4,299-38.9% |
| Participant deferral / active EE | $11,042 | $5,716+93.2% | $5,107+116.2% | $6,507+69.7% |
| Admin fee / account holder | $18,152 | $15,736+15.4% | $12,068+50.4% | $12,624+43.8% |