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 | $224,402 | $127,777+75.6% | $106,548+110.6% | $167,490+34.0% |
| Participation rate | 90.0% | 78.3%+11.7pp | 76.1%+13.9pp | 82.1%+7.9pp |
| Annual return | 17.65% | 33.87%-16.2pp | 26.80%-9.2pp | 478.56%-460.9pp |
| Employer contribution / active EE | $4,267 | $3,427+24.5% | $2,819+51.4% | $4,837-11.8% |
| Participant deferral / active EE | $6,667 | $5,087+31.1% | $4,398+51.6% | $6,341+5.1% |
| Admin fee / account holder | $1,194 | $11,228-89.4% | $7,407-83.9% | $12,309-90.3% |