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 | $195,206 | $124,281+57.1% | $109,143+78.9% | $167,490+16.5% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 17.48% | 26.04%-8.6pp | 25.75%-8.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $10,283 | $4,207+144.4% | $3,722+176.3% | $4,837+112.6% |
| Participant deferral / active EE | $3,397 | $5,255-35.4% | $4,653-27.0% | $6,341-46.4% |
| Admin fee / account holder | $8,040 | $7,970+0.9% | $6,752+19.1% | $12,309-34.7% |