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 | $189,273 | $70,669+167.8% | $169,368+11.8% | $75,163+151.8% |
| Participation rate | 83.3% | 64.8%+18.5pp | 77.1%+6.2pp | 67.2%+16.1pp |
| Annual return | 18.24% | 36.36%-18.1pp | 405.60%-387.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $4,068 | $2,211+84.0% | $4,013+1.4% | $2,670+52.4% |
| Participant deferral / active EE | $7,895 | $4,311+83.2% | $6,221+26.9% | $4,125+91.4% |
| Admin fee / account holder | $3,289 | $5,402-39.1% | $9,003-63.5% | $5,651-41.8% |