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 | $197,964 | $114,381+73.1% | $107,525+84.1% | $142,382+39.0% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 17.09% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $10,828 | $4,015+169.7% | $3,754+188.5% | $4,299+151.9% |
| Participant deferral / active EE | $10,651 | $5,564+91.4% | $5,116+108.2% | $6,507+63.7% |
| Admin fee / account holder | $1,847 | $9,860-81.3% | $8,919-79.3% | $12,624-85.4% |