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 | $185,143 | $79,944+131.6% | $98,439+88.1% | $75,163+146.3% |
| Participation rate | 91.8% | 70.4%+21.5pp | 75.2%+16.7pp | 67.2%+24.6pp |
| Annual return | 16.22% | 19.75%-3.5pp | 21.16%-4.9pp | 160.62%-144.4pp |
| Employer contribution / active EE | $12,832 | $2,264+466.8% | $3,048+321.0% | $2,670+380.6% |
| Participant deferral / active EE | $7,103 | $3,752+89.3% | $4,738+49.9% | $4,125+72.2% |
| Admin fee / account holder | $10,965 | $6,840+60.3% | $8,948+22.5% | $5,651+94.0% |