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 | $186,707 | $114,381+63.2% | $107,525+73.6% | $142,382+31.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 15.72% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $6,187 | $4,015+54.1% | $3,754+64.8% | $4,299+43.9% |
| Participant deferral / active EE | $19,765 | $5,564+255.2% | $5,116+286.4% | $6,507+203.7% |
| Admin fee / account holder | $1,991 | $9,860-79.8% | $8,919-77.7% | $12,624-84.2% |