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 | $196,168 | $86,286+127.3% | $111,297+76.3% | $85,850+128.5% |
| Participation rate | 91.9% | 73.3%+18.6pp | 77.3%+14.6pp | 69.3%+22.6pp |
| Annual return | 18.65% | 19.99%-1.3pp | 54.65%-36.0pp | 318.53%-299.9pp |
| Employer contribution / active EE | $988 | $2,043-51.7% | $2,731-63.8% | $2,565-61.5% |
| Participant deferral / active EE | $7,687 | $3,641+111.2% | $4,487+71.3% | $3,952+94.5% |
| Admin fee / account holder | $7,758 | $8,188-5.3% | $7,964-2.6% | $6,260+23.9% |