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 | $194,293 | $111,754+73.9% | $103,333+88.0% | $145,922+33.1% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 16.26% | 24.77%-8.5pp | 24.88%-8.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $7,855 | $4,212+86.5% | $3,868+103.1% | $4,660+68.6% |
| Participant deferral / active EE | $13,953 | $5,619+148.3% | $5,057+175.9% | $6,688+108.6% |
| Admin fee / account holder | $45,281 | $9,750+364.4% | $8,355+442.0% | $13,397+238.0% |