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 | $207,023 | $80,968+155.7% | $96,544+114.4% | $75,163+175.4% |
| Participation rate | 90.9% | 71.8%+19.1pp | 76.0%+14.9pp | 67.2%+23.7pp |
| Annual return | 18.08% | 27.06%-9.0pp | 25.84%-7.8pp | 160.62%-142.5pp |
| Employer contribution / active EE | $4,264 | $2,282+86.9% | $2,965+43.8% | $2,670+59.7% |
| Participant deferral / active EE | $9,463 | $3,928+140.9% | $4,851+95.1% | $4,125+129.4% |
| Admin fee / account holder | $5,801 | $6,724-13.7% | $8,252-29.7% | $5,651+2.7% |