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 | $202,022 | $65,041+210.6% | $90,951+122.1% | $79,858+153.0% |
| Participation rate | 95.9% | 61.6%+34.3pp | 69.0%+26.9pp | 69.6%+26.3pp |
| Annual return | 11.57% | 30.45%-18.9pp | 134.60%-123.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,431 | $1,247+94.9% | $2,122+14.6% | $2,471-1.6% |
| Participant deferral / active EE | $5,253 | $2,512+109.1% | $3,373+55.7% | $3,740+40.5% |
| Admin fee / account holder | $6,138 | $4,536+35.3% | $5,959+3.0% | $5,306+15.7% |