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 | $196,690 | $77,899+152.5% | $149,673+31.4% | $75,163+161.7% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 19.64% | 31.72%-12.1pp | 134.42%-114.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $6,588 | $3,137+110.0% | $4,818+36.7% | $2,670+146.7% |
| Participant deferral / active EE | $7,083 | $3,411+107.7% | $5,680+24.7% | $4,125+71.7% |
| Admin fee / account holder | $2,957 | $5,956-50.4% | $13,210-77.6% | $5,651-47.7% |