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 | $223,856 | $80,968+176.5% | $96,544+131.9% | $75,163+197.8% |
| Participation rate | 89.7% | 71.8%+17.9pp | 76.0%+13.7pp | 67.2%+22.5pp |
| Annual return | 15.52% | 27.06%-11.5pp | 25.84%-10.3pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,252 | $2,282-45.1% | $2,965-57.8% | $2,670-53.1% |
| Participant deferral / active EE | $5,869 | $3,928+49.4% | $4,851+21.0% | $4,125+42.3% |
| Admin fee / account holder | $12,522 | $6,724+86.2% | $8,252+51.7% | $5,651+121.6% |