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 | $228,973 | $179,726+27.4% | $156,263+46.5% | $142,382+60.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 13.27% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $10,000 | $5,069+97.3% | $4,333+130.8% | $4,299+132.6% |
| Participant deferral / active EE | $4,955 | $6,956-28.8% | $6,158-19.5% | $6,507-23.8% |
| Admin fee / account holder | $57,887 | $17,272+235.1% | $14,255+306.1% | $12,624+358.6% |