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 | $198,255 | $93,571+111.9% | $135,903+45.9% | $75,163+163.8% |
| Participation rate | 93.3% | 75.2%+18.2pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 17.47% | 30.90%-13.4pp | 68.23%-50.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $5,174 | $3,537+46.3% | $4,856+6.5% | $2,670+93.8% |
| Participant deferral / active EE | $15,343 | $6,404+139.6% | $7,758+97.8% | $4,125+271.9% |
| Admin fee / account holder | $2,718 | $6,975-61.0% | $10,762-74.7% | $5,651-51.9% |