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 | $193,067 | $93,571+106.3% | $135,903+42.1% | $75,163+156.9% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.9%+16.4pp | 67.2%+31.1pp |
| Annual return | 19.85% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $5,294 | $3,537+49.7% | $4,856+9.0% | $2,670+98.3% |
| Participant deferral / active EE | $10,017 | $6,404+56.4% | $7,758+29.1% | $4,125+142.8% |
| Admin fee / account holder | $2,796 | $6,975-59.9% | $10,762-74.0% | $5,651-50.5% |