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 | $202,056 | $125,758+60.7% | $169,993+18.9% | $75,163+168.8% |
| Participation rate | 91.2% | 83.6%+7.6pp | 87.0%+4.2pp | 67.2%+24.0pp |
| Annual return | 46.06% | 27.20%+18.9pp | 53.37%-7.3pp | 160.62%-114.6pp |
| Employer contribution / active EE | $6,523 | $4,615+41.4% | $6,785-3.9% | $2,670+144.3% |
| Participant deferral / active EE | $8,182 | $6,837+19.7% | $10,408-21.4% | $4,125+98.3% |
| Admin fee / account holder | $2,876 | $8,173-64.8% | $12,815-77.6% | $5,651-49.1% |