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 | $206,900 | $78,672+163.0% | $109,143+89.6% | $85,850+141.0% |
| Participation rate | 89.7% | 68.3%+21.5pp | 75.9%+13.9pp | 69.3%+20.4pp |
| Annual return | 11.59% | 25.09%-13.5pp | 25.75%-14.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,236 | $2,735-18.2% | $3,722-39.9% | $2,565-12.8% |
| Participant deferral / active EE | $3,758 | $3,467+8.4% | $4,653-19.2% | $3,952-4.9% |
| Admin fee / account holder | $26,327 | $5,469+381.4% | $6,752+289.9% | $6,260+320.6% |