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 | $229,883 | $125,758+82.8% | $169,993+35.2% | $75,163+205.8% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.0%+11.4pp | 67.2%+31.2pp |
| Annual return | 19.96% | 27.20%-7.2pp | 53.37%-33.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $7,004 | $4,615+51.8% | $6,785+3.2% | $2,670+162.3% |
| Participant deferral / active EE | $13,314 | $6,837+94.7% | $10,408+27.9% | $4,125+222.8% |
| Admin fee / account holder | $15,367 | $8,173+88.0% | $12,815+19.9% | $5,651+171.9% |