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 | $221,259 | $93,571+136.5% | $135,903+62.8% | $75,163+194.4% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 17.72% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $3,638 | $3,537+2.9% | $4,856-25.1% | $2,670+36.3% |
| Participant deferral / active EE | $13,033 | $6,404+103.5% | $7,758+68.0% | $4,125+215.9% |
| Admin fee / account holder | $3,938 | $6,975-43.5% | $10,762-63.4% | $5,651-30.3% |