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 | $189,334 | $154,117+22.9% | $129,995+45.6% | $139,434+35.8% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.5%+17.0pp | 80.3%+15.1pp |
| Annual return | 15.66% | 32.48%-16.8pp | -137.18%+152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $6,529 | $5,289+23.5% | $4,320+51.2% | $4,751+37.4% |
| Participant deferral / active EE | $14,672 | $6,710+118.7% | $5,820+152.1% | $6,710+118.7% |
| Admin fee / account holder | $2,464 | $14,007-82.4% | $10,614-76.8% | $11,403-78.4% |