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 | $228,292 | $104,974+117.5% | $95,585+138.8% | $142,382+60.3% |
| Participation rate | 86.4% | 75.0%+11.4pp | 72.1%+14.3pp | 80.1%+6.2pp |
| Annual return | 10.99% | 210.33%-199.3pp | 38.56%-27.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $4,135 | $2,779+48.8% | $2,527+63.7% | $4,299-3.8% |
| Participant deferral / active EE | $6,758 | $4,352+55.3% | $4,023+68.0% | $6,507+3.9% |
| Admin fee / account holder | $31,352 | $6,386+390.9% | $6,127+411.7% | $12,624+148.4% |