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 | $218,203 | $81,208+168.7% | $98,907+120.6% | $79,858+173.2% |
| Participation rate | 79.3% | 72.5%+6.8pp | 76.0%+3.3pp | 69.6%+9.7pp |
| Annual return | 27.58% | 60.99%-33.4pp | 196.43%-168.8pp | 31.71%-4.1pp |
| Employer contribution / active EE | $2,641 | $1,960+34.8% | $2,689-1.8% | $2,471+6.9% |
| Participant deferral / active EE | $6,219 | $3,265+90.5% | $4,244+46.5% | $3,740+66.3% |
| Admin fee / account holder | $1,513 | $6,013-74.8% | $6,642-77.2% | $5,306-71.5% |