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 | $235,671 | $110,257+113.7% | $96,544+144.1% | $139,434+69.0% |
| Participation rate | 95.8% | 78.1%+17.7pp | 76.0%+19.9pp | 80.3%+15.5pp |
| Annual return | 25.13% | 26.32%-1.2pp | 25.84%-0.7pp | 372.94%-347.8pp |
| Employer contribution / active EE | $4,752 | $3,620+31.3% | $2,965+60.3% | $4,7510% |
| Participant deferral / active EE | $14,997 | $5,548+170.3% | $4,851+209.2% | $6,710+123.5% |
| Admin fee / account holder | $6,476 | $11,591-44.1% | $8,252-21.5% | $11,403-43.2% |