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 | $244,031 | $125,758+94.0% | $169,993+43.6% | $75,163+224.7% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.0%+11.5pp | 67.2%+31.3pp |
| Annual return | 25.19% | 27.20%-2.0pp | 53.37%-28.2pp | 160.62%-135.4pp |
| Employer contribution / active EE | $6,586 | $4,615+42.7% | $6,785-2.9% | $2,670+146.7% |
| Participant deferral / active EE | $10,785 | $6,837+57.7% | $10,408+3.6% | $4,125+161.4% |
| Admin fee / account holder | $7,547 | $8,173-7.7% | $12,815-41.1% | $5,651+33.6% |