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 | $190,399 | $93,571+103.5% | $135,903+40.1% | $75,163+153.3% |
| Participation rate | 90.5% | 75.2%+15.3pp | 81.9%+8.6pp | 67.2%+23.3pp |
| Annual return | 20.60% | 30.90%-10.3pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $8,116 | $3,537+129.5% | $4,856+67.1% | $2,670+204.0% |
| Participant deferral / active EE | $16,196 | $6,404+152.9% | $7,758+108.8% | $4,125+292.6% |
| Admin fee / account holder | $5,069 | $6,975-27.3% | $10,762-52.9% | $5,651-10.3% |