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 | $220,962 | $176,812+25.0% | $146,665+50.7% | $167,490+31.9% |
| Participation rate | 95.0% | 83.6%+11.4pp | 80.1%+14.9pp | 82.1%+12.9pp |
| Annual return | 13.89% | 24.03%-10.1pp | 22.74%-8.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $7,501 | $5,160+45.4% | $4,136+81.3% | $4,837+55.1% |
| Participant deferral / active EE | $4,479 | $6,440-30.4% | $5,506-18.6% | $6,341-29.4% |
| Admin fee / account holder | $9,664 | $13,259-27.1% | $10,280-6.0% | $12,309-21.5% |