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 | $216,802 | $85,766+152.8% | $136,294+59.1% | $70,131+209.1% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 15.63% | 31.45%-15.8pp | 5155.94%-5140.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,903 | $2,966-2.1% | $4,695-38.2% | $2,342+23.9% |
| Participant deferral / active EE | $6,709 | $5,051+32.8% | $6,247+7.4% | $3,332+101.4% |
| Admin fee / account holder | $16,170 | $5,420+198.3% | $9,243+74.9% | $4,645+248.1% |