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 | $190,186 | $78,672+141.7% | $109,143+74.3% | $85,850+121.5% |
| Participation rate | 80.0% | 68.3%+11.7pp | 75.9%+4.1pp | 69.3%+10.7pp |
| Annual return | 16.58% | 25.09%-8.5pp | 25.75%-9.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $6,317 | $2,735+131.0% | $3,722+69.7% | $2,565+146.3% |
| Participant deferral / active EE | $6,666 | $3,467+92.3% | $4,653+43.3% | $3,952+68.7% |
| Admin fee / account holder | $355 | $5,469-93.5% | $6,752-94.7% | $6,260-94.3% |