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 | $197,380 | $89,753+119.9% | $107,525+83.6% | $84,808+132.7% |
| Participation rate | 94.5% | 68.1%+26.5pp | 75.1%+19.5pp | 68.3%+26.2pp |
| Annual return | 14.91% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $18,344 | $3,113+489.2% | $3,754+388.7% | $2,631+597.2% |
| Participant deferral / active EE | $4,983 | $4,056+22.9% | $5,116-2.6% | $4,212+18.3% |
| Admin fee / account holder | $1,714 | $7,222-76.3% | $8,919-80.8% | $7,344-76.7% |