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 | $223,234 | $93,571+138.6% | $135,903+64.3% | $75,163+197.0% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 16.97% | 30.90%-13.9pp | 68.23%-51.3pp | 160.62%-143.6pp |
| Employer contribution / active EE | $5,937 | $3,537+67.9% | $4,856+22.3% | $2,670+122.4% |
| Participant deferral / active EE | $13,977 | $6,404+118.3% | $7,758+80.2% | $4,125+238.8% |
| Admin fee / account holder | $4,812 | $6,975-31.0% | $10,762-55.3% | $5,651-14.8% |