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 | $185,933 | $93,571+98.7% | $135,903+36.8% | $75,163+147.4% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 19.25% | 30.90%-11.7pp | 68.23%-49.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $3,412 | $3,537-3.5% | $4,856-29.7% | $2,670+27.8% |
| Participant deferral / active EE | $11,480 | $6,404+79.3% | $7,758+48.0% | $4,125+178.3% |
| Admin fee / account holder | $1,618 | $6,975-76.8% | $10,762-85.0% | $5,651-71.4% |