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 | $203,438 | $93,571+117.4% | $135,903+49.7% | $75,163+170.7% |
| Participation rate | 81.8% | 75.2%+6.6pp | 81.9%-0.1pp | 67.2%+14.6pp |
| Annual return | 26.22% | 30.90%-4.7pp | 68.23%-42.0pp | 160.62%-134.4pp |
| Employer contribution / active EE | $3,900 | $3,537+10.3% | $4,856-19.7% | $2,670+46.1% |
| Participant deferral / active EE | $9,997 | $6,404+56.1% | $7,758+28.9% | $4,125+142.3% |
| Admin fee / account holder | $11,919 | $6,975+70.9% | $10,762+10.8% | $5,651+110.9% |