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 | $207,736 | $148,534+39.9% | $135,903+52.9% | $139,434+49.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 18.74% | 79.19%-60.5pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $11,944 | $5,243+127.8% | $4,856+146.0% | $4,751+151.4% |
| Participant deferral / active EE | $19,176 | $8,100+136.7% | $7,758+147.2% | $6,710+185.8% |
| Admin fee / account holder | $17,448 | $12,400+40.7% | $10,762+62.1% | $11,403+53.0% |