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 | $201,762 | $113,339+78.0% | $94,993+112.4% | $147,584+36.7% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 16.12% | 20.77%-4.6pp | 27.12%-11.0pp | 578.55%-562.4pp |
| Employer contribution / active EE | $15,683 | $3,160+396.2% | $2,603+502.4% | $4,876+221.6% |
| Participant deferral / active EE | $11,976 | $3,777+217.1% | $3,317+261.1% | $5,439+120.2% |
| Admin fee / account holder | $737 | $6,063-87.9% | $4,960-85.2% | $10,885-93.2% |