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 | $223,109 | $65,365+241.3% | $92,893+140.2% | $72,985+205.7% |
| Participation rate | 85.7% | 68.3%+17.4pp | 76.0%+9.7pp | 69.5%+16.2pp |
| Annual return | 19.43% | 42.10%-22.7pp | 109.41%-90.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,112 | $2,594-18.6% | $3,653-42.2% | $2,440-13.4% |
| Participant deferral / active EE | $7,272 | $3,128+132.5% | $4,236+71.7% | $3,607+101.6% |
| Admin fee / account holder | $8,883 | $4,251+108.9% | $5,794+53.3% | $5,124+73.3% |