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 | $205,987 | $114,381+80.1% | $107,525+91.6% | $142,382+44.7% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 14.73% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $10,424 | $4,015+159.6% | $3,754+177.7% | $4,299+142.5% |
| Participant deferral / active EE | $6,353 | $5,564+14.2% | $5,116+24.2% | $6,507-2.4% |
| Admin fee / account holder | $1,593 | $9,860-83.8% | $8,919-82.1% | $12,624-87.4% |