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 9-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 | $186,118 | $148,534+25.3% | $135,903+36.9% | $139,434+33.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 15.30% | 79.19%-63.9pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $9,177 | $5,243+75.0% | $4,856+89.0% | $4,751+93.2% |
| Participant deferral / active EE | $11,834 | $8,100+46.1% | $7,758+52.5% | $6,710+76.4% |
| Admin fee / account holder | $65,943 | $12,400+431.8% | $10,762+512.7% | $11,403+478.3% |