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 | $209,443 | $116,175+80.3% | $93,606+123.7% | $152,861+37.0% |
| Participation rate | 87.5% | 78.0%+9.5pp | 75.8%+11.7pp | 82.4%+5.1pp |
| Annual return | 15.98% | 35.96%-20.0pp | 32.76%-16.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $18,795 | $3,218+484.0% | $2,718+591.5% | $4,762+294.7% |
| Participant deferral / active EE | $15,114 | $4,603+228.3% | $4,069+271.5% | $5,850+158.4% |
| Admin fee / account holder | $3,928 | $10,748-63.5% | $7,888-50.2% | $11,596-66.1% |