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 | $205,627 | $115,770+77.6% | $101,248+103.1% | $158,922+29.4% |
| Participation rate | 94.4% | 79.4%+15.1pp | 75.8%+18.6pp | 82.0%+12.5pp |
| Annual return | 13.26% | 56.14%-42.9pp | 46.47%-33.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $4,733 | $4,175+13.4% | $3,660+29.3% | $4,761-0.6% |
| Participant deferral / active EE | $12,695 | $4,957+156.1% | $4,370+190.5% | $5,982+112.2% |
| Admin fee / account holder | $2,826 | $7,245-61.0% | $5,945-52.5% | $11,246-74.9% |