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 | $225,060 | $99,652+125.8% | $78,778+185.7% | $147,584+52.5% |
| Participation rate | 95.2% | 76.2%+19.0pp | 69.2%+26.0pp | 82.8%+12.4pp |
| Annual return | 15.32% | 47.28%-32.0pp | 35.62%-20.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $4,103 | $2,796+46.8% | $1,986+106.7% | $4,876-15.9% |
| Participant deferral / active EE | $5,073 | $3,664+38.5% | $2,958+71.5% | $5,439-6.7% |
| Admin fee / account holder | $7,265 | $7,155+1.5% | $5,134+41.5% | $10,885-33.3% |