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 | $227,292 | $98,750+130.2% | $149,696+51.8% | $79,858+184.6% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 18.58% | 27.43%-8.8pp | 276.60%-258.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,803 | $3,216-12.9% | $4,644-39.7% | $2,471+13.4% |
| Participant deferral / active EE | $12,606 | $5,680+121.9% | $6,842+84.3% | $3,740+237.1% |
| Admin fee / account holder | $17,124 | $6,053+182.9% | $9,309+84.0% | $5,306+222.7% |