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 | $217,500 | $125,758+73.0% | $169,993+27.9% | $75,163+189.4% |
| Participation rate | 92.6% | 83.6%+9.0pp | 87.0%+5.6pp | 67.2%+25.4pp |
| Annual return | 19.27% | 27.20%-7.9pp | 53.37%-34.1pp | 160.62%-141.4pp |
| Employer contribution / active EE | $5,653 | $4,615+22.5% | $6,785-16.7% | $2,670+111.8% |
| Participant deferral / active EE | $17,139 | $6,837+150.7% | $10,408+64.7% | $4,125+315.5% |
| Admin fee / account holder | $955 | $8,173-88.3% | $12,815-92.5% | $5,651-83.1% |