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 | $190,394 | $93,571+103.5% | $135,903+40.1% | $75,163+153.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 19.05% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $3,515 | $3,537-0.6% | $4,856-27.6% | $2,670+31.6% |
| Participant deferral / active EE | $5,702 | $6,404-11.0% | $7,758-26.5% | $4,125+38.2% |
| Admin fee / account holder | $17,239 | $6,975+147.1% | $10,762+60.2% | $5,651+205.1% |