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 | $220,507 | $91,552+140.9% | $133,956+64.6% | $79,858+176.1% |
| Participation rate | 90.6% | 73.3%+17.3pp | 79.8%+10.8pp | 69.6%+21.0pp |
| Annual return | 16.04% | 61.85%-45.8pp | 45.09%-29.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,458 | $2,384+45.1% | $3,919-11.8% | $2,471+39.9% |
| Participant deferral / active EE | $9,392 | $3,733+151.6% | $5,048+86.1% | $3,740+151.1% |
| Admin fee / account holder | $7,750 | $6,321+22.6% | $8,927-13.2% | $5,306+46.1% |