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 | $212,716 | $93,571+127.3% | $135,903+56.5% | $75,163+183.0% |
| Participation rate | 91.5% | 75.2%+16.3pp | 81.9%+9.6pp | 67.2%+24.3pp |
| Annual return | 22.56% | 30.90%-8.3pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $10,865 | $3,537+207.2% | $4,856+123.7% | $2,670+306.9% |
| Participant deferral / active EE | $14,066 | $6,404+119.6% | $7,758+81.3% | $4,125+241.0% |
| Admin fee / account holder | $2,227 | $6,975-68.1% | $10,762-79.3% | $5,651-60.6% |