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 | $188,045 | $94,625+98.7% | $116,228+61.8% | $84,808+121.7% |
| Participation rate | 92.5% | 70.4%+22.1pp | 74.6%+17.9pp | 68.3%+24.2pp |
| Annual return | 14.65% | 20.40%-5.8pp | 90.06%-75.4pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,499 | $2,347+134.3% | $2,994+83.6% | $2,631+109.0% |
| Participant deferral / active EE | $8,256 | $3,972+107.9% | $4,953+66.7% | $4,212+96.0% |
| Admin fee / account holder | $5,656 | $10,091-44.0% | $11,989-52.8% | $7,344-23.0% |