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 | $193,133 | $86,286+123.8% | $111,297+73.5% | $85,850+125.0% |
| Participation rate | 88.0% | 73.3%+14.7pp | 77.3%+10.7pp | 69.3%+18.7pp |
| Annual return | 20.39% | 19.99%+0.4pp | 54.65%-34.3pp | 318.53%-298.1pp |
| Employer contribution / active EE | $2,330 | $2,043+14.0% | $2,731-14.7% | $2,565-9.2% |
| Participant deferral / active EE | $3,791 | $3,641+4.1% | $4,487-15.5% | $3,952-4.1% |
| Admin fee / account holder | $13,561 | $8,188+65.6% | $7,964+70.3% | $6,260+116.6% |