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 | $184,931 | $83,477+121.5% | $125,175+47.7% | $72,985+153.4% |
| Participation rate | 84.8% | 73.3%+11.5pp | 79.8%+5.1pp | 69.5%+15.4pp |
| Annual return | 21.62% | 25.78%-4.2pp | 43.79%-22.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,665 | $2,345+56.3% | $3,865-5.2% | $2,440+50.2% |
| Participant deferral / active EE | $8,992 | $3,585+150.8% | $4,937+82.1% | $3,607+149.3% |
| Admin fee / account holder | $1,660 | $5,517-69.9% | $9,702-82.9% | $5,124-67.6% |