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 | $196,210 | $93,571+109.7% | $135,903+44.4% | $75,163+161.0% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 20.93% | 30.90%-10.0pp | 68.23%-47.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $3,610 | $3,537+2.1% | $4,856-25.7% | $2,670+35.2% |
| Participant deferral / active EE | $10,048 | $6,404+56.9% | $7,758+29.5% | $4,125+143.6% |
| Admin fee / account holder | $826 | $6,975-88.2% | $10,762-92.3% | $5,651-85.4% |