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 | $198,424 | $124,319+59.6% | $111,297+78.3% | $167,490+18.5% |
| Participation rate | 94.1% | 79.6%+14.5pp | 77.3%+16.8pp | 82.1%+12.0pp |
| Annual return | 19.01% | 37.44%-18.4pp | 54.65%-35.6pp | 478.56%-459.6pp |
| Employer contribution / active EE | $3,111 | $3,435-9.4% | $2,731+13.9% | $4,837-35.7% |
| Participant deferral / active EE | $8,842 | $5,180+70.7% | $4,487+97.0% | $6,341+39.4% |
| Admin fee / account holder | $47,423 | $10,618+346.6% | $7,964+495.5% | $12,309+285.3% |