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 | $226,591 | $106,515+112.7% | $96,683+134.4% | $139,434+62.5% |
| Participation rate | 87.0% | 77.8%+9.1pp | 74.3%+12.6pp | 80.3%+6.6pp |
| Annual return | 17.65% | 38.43%-20.8pp | 35.69%-18.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $13,043 | $4,103+217.9% | $3,737+249.1% | $4,751+174.6% |
| Participant deferral / active EE | $7,493 | $5,454+37.4% | $4,878+53.6% | $6,710+11.7% |
| Admin fee / account holder | $4,667 | $7,877-40.7% | $6,730-30.6% | $11,403-59.1% |