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 | $233,746 | $176,812+32.2% | $146,665+59.4% | $167,490+39.6% |
| Participation rate | 95.0% | 83.6%+11.4pp | 80.1%+14.9pp | 82.1%+12.9pp |
| Annual return | 10.12% | 24.03%-13.9pp | 22.74%-12.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $7,516 | $5,160+45.7% | $4,136+81.7% | $4,837+55.4% |
| Participant deferral / active EE | $9,074 | $6,440+40.9% | $5,506+64.8% | $6,341+43.1% |
| Admin fee / account holder | $56,181 | $13,259+323.7% | $10,280+446.5% | $12,309+356.4% |