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 | $202,389 | $163,101+24.1% | $136,749+48.0% | $142,382+42.1% |
| Participation rate | 90.0% | 78.2%+11.8pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 14.23% | 27.54%-13.3pp | 24.33%-10.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $7,565 | $4,117+83.8% | $3,400+122.5% | $4,299+76.0% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $12,141 | $14,318-15.2% | $11,386+6.6% | $12,624-3.8% |