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 | $221,834 | $109,881+101.9% | $150,045+47.8% | $84,808+161.6% |
| Participation rate | 83.9% | 76.1%+7.8pp | 82.3%+1.5pp | 68.3%+15.6pp |
| Annual return | 28.52% | 28.25%+0.3pp | 62.55%-34.0pp | 40.90%-12.4pp |
| Employer contribution / active EE | $1,116 | $3,561-68.7% | $4,693-76.2% | $2,631-57.6% |
| Participant deferral / active EE | $12,329 | $6,636+85.8% | $7,997+54.2% | $4,212+192.8% |
| Admin fee / account holder | $18,310 | $8,568+113.7% | $13,435+36.3% | $7,344+149.3% |