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 | $199,624 | $86,286+131.4% | $111,297+79.4% | $85,850+132.5% |
| Participation rate | 82.7% | 73.3%+9.4pp | 77.3%+5.4pp | 69.3%+13.4pp |
| Annual return | 13.89% | 19.99%-6.1pp | 54.65%-40.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,427 | $2,043-30.1% | $2,731-47.7% | $2,565-44.4% |
| Participant deferral / active EE | $8,569 | $3,641+135.4% | $4,487+91.0% | $3,952+116.9% |
| Admin fee / account holder | $5,446 | $8,188-33.5% | $7,964-31.6% | $6,260-13.0% |