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 | $226,435 | $154,117+46.9% | $129,995+74.2% | $139,434+62.4% |
| Participation rate | 94.4% | 82.0%+12.5pp | 78.5%+16.0pp | 80.3%+14.1pp |
| Annual return | 15.44% | 32.48%-17.0pp | -137.18%+152.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $6,872 | $5,289+29.9% | $4,320+59.1% | $4,751+44.7% |
| Participant deferral / active EE | $9,779 | $6,710+45.7% | $5,820+68.0% | $6,710+45.7% |
| Admin fee / account holder | $30,763 | $14,007+119.6% | $10,614+189.8% | $11,403+169.8% |