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 | $190,772 | $85,766+122.4% | $136,294+40.0% | $70,131+172.0% |
| Participation rate | 92.2% | 74.2%+18.1pp | 81.9%+10.3pp | 69.5%+22.7pp |
| Annual return | 19.27% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,715 | $2,966-8.5% | $4,695-42.2% | $2,342+15.9% |
| Participant deferral / active EE | $8,008 | $5,051+58.5% | $6,247+28.2% | $3,332+140.4% |
| Admin fee / account holder | $1,072 | $5,420-80.2% | $9,243-88.4% | $4,645-76.9% |