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 | $190,299 | $54,705+247.9% | $71,209+167.2% | $84,808+124.4% |
| Participation rate | 79.7% | 64.1%+15.6pp | 73.8%+5.9pp | 68.3%+11.4pp |
| Annual return | 22.69% | 35.90%-13.2pp | 282.51%-259.8pp | 40.90%-18.2pp |
| Employer contribution / active EE | $1,816 | $2,158-15.9% | $2,721-33.3% | $2,631-31.0% |
| Participant deferral / active EE | $10,501 | $3,030+246.5% | $4,175+151.5% | $4,212+149.3% |
| Admin fee / account holder | $7,119 | $4,863+46.4% | $5,349+33.1% | $7,344-3.1% |