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 | $222,891 | $124,319+79.3% | $111,297+100.3% | $167,490+33.1% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 16.23% | 37.44%-21.2pp | 54.65%-38.4pp | 478.56%-462.3pp |
| Employer contribution / active EE | $4,048 | $3,435+17.8% | $2,731+48.2% | $4,837-16.3% |
| Participant deferral / active EE | $9,400 | $5,180+81.5% | $4,487+109.5% | $6,341+48.2% |
| Admin fee / account holder | $432 | $10,618-95.9% | $7,964-94.6% | $12,309-96.5% |