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 | $211,894 | $142,405+48.8% | $115,157+84.0% | $152,861+38.6% |
| Participation rate | 90.0% | 82.4%+7.6pp | 75.9%+14.1pp | 82.4%+7.6pp |
| Annual return | 24.65% | 41.48%-16.8pp | 35.60%-11.0pp | 345.32%-320.7pp |
| Employer contribution / active EE | $13,542 | $4,010+237.7% | $3,179+326.0% | $4,762+184.4% |
| Participant deferral / active EE | $4,847 | $5,164-6.1% | $4,168+16.3% | $5,850-17.2% |
| Admin fee / account holder | $948 | $8,462-88.8% | $7,088-86.6% | $11,596-91.8% |