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 | $191,772 | $87,733+118.6% | $106,548+80.0% | $85,850+123.4% |
| Participation rate | 84.0% | 71.9%+12.1pp | 76.1%+7.9pp | 69.3%+14.7pp |
| Annual return | 13.37% | 21.86%-8.5pp | 26.80%-13.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $5,075 | $2,073+144.8% | $2,819+80.0% | $2,565+97.9% |
| Participant deferral / active EE | $8,111 | $3,469+133.8% | $4,398+84.4% | $3,952+105.2% |
| Admin fee / account holder | $3,329 | $6,767-50.8% | $7,407-55.1% | $6,260-46.8% |