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 | $208,960 | $72,277+189.1% | $101,248+106.4% | $79,858+161.7% |
| Participation rate | 94.1% | 68.5%+25.7pp | 75.8%+18.3pp | 69.6%+24.5pp |
| Annual return | 29.67% | 22.30%+7.4pp | 46.47%-16.8pp | 31.71%-2.0pp |
| Employer contribution / active EE | $2,590 | $2,692-3.8% | $3,660-29.2% | $2,471+4.8% |
| Participant deferral / active EE | $5,859 | $3,282+78.5% | $4,370+34.1% | $3,740+56.7% |
| Admin fee / account holder | $4,836 | $4,400+9.9% | $5,945-18.7% | $5,306-8.9% |