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 | $219,145 | $73,933+196.4% | $96,683+126.7% | $75,163+191.6% |
| Participation rate | 84.0% | 66.4%+17.6pp | 74.3%+9.7pp | 67.2%+16.8pp |
| Annual return | 17.08% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $7,427 | $2,928+153.7% | $3,737+98.8% | $2,670+178.2% |
| Participant deferral / active EE | $7,952 | $3,659+117.4% | $4,878+63.0% | $4,125+92.8% |
| Admin fee / account holder | $4,795 | $5,216-8.1% | $6,730-28.7% | $5,651-15.1% |