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 | $225,823 | $86,286+161.7% | $111,297+102.9% | $85,850+163.0% |
| Participation rate | 89.7% | 73.3%+16.3pp | 77.3%+12.3pp | 69.3%+20.3pp |
| Annual return | 12.13% | 19.99%-7.9pp | 54.65%-42.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,581 | $2,043-22.6% | $2,731-42.1% | $2,565-38.4% |
| Participant deferral / active EE | $7,250 | $3,641+99.1% | $4,487+61.6% | $3,952+83.5% |
| Admin fee / account holder | $8,731 | $8,188+6.6% | $7,964+9.6% | $6,260+39.5% |