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 | $231,192 | $70,669+227.1% | $169,368+36.5% | $75,163+207.6% |
| Participation rate | 94.2% | 64.8%+29.4pp | 77.1%+17.1pp | 67.2%+27.0pp |
| Annual return | 18.73% | 36.36%-17.6pp | 405.60%-386.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $14,302 | $2,211+547.0% | $4,013+256.4% | $2,670+435.7% |
| Participant deferral / active EE | $18,989 | $4,311+340.5% | $6,221+205.2% | $4,125+360.3% |
| Admin fee / account holder | $10,282 | $5,402+90.3% | $9,003+14.2% | $5,651+82.0% |