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 | $196,075 | $86,929+125.6% | $102,423+91.4% | $80,856+142.5% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.6%+23.3pp |
| Annual return | 12.22% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,506 | $2,369+48.0% | $3,023+16.0% | $2,755+27.3% |
| Participant deferral / active EE | $8,795 | $4,118+113.5% | $5,053+74.0% | $4,296+104.7% |
| Admin fee / account holder | $15,232 | $8,049+89.2% | $9,451+61.2% | $6,918+120.2% |