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 | $203,178 | $106,515+90.8% | $96,683+110.1% | $139,434+45.7% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 14.64% | 38.43%-23.8pp | 35.69%-21.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $4,247 | $4,103+3.5% | $3,737+13.6% | $4,751-10.6% |
| Participant deferral / active EE | $5,211 | $5,454-4.5% | $4,878+6.8% | $6,710-22.3% |
| Admin fee / account holder | $52,944 | $7,877+572.1% | $6,730+686.7% | $11,403+364.3% |