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 | $182,885 | $114,381+59.9% | $107,525+70.1% | $142,382+28.4% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 12.35% | 242.71%-230.4pp | 181.32%-169.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $9,043 | $4,015+125.2% | $3,754+140.9% | $4,299+110.3% |
| Participant deferral / active EE | $7,135 | $5,564+28.2% | $5,116+39.5% | $6,507+9.6% |
| Admin fee / account holder | $8,480 | $9,860-14.0% | $8,919-4.9% | $12,624-32.8% |