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 | $207,112 | $89,355+131.8% | $141,162+46.7% | $72,985+183.8% |
| Participation rate | 89.1% | 75.1%+14.0pp | 82.5%+6.6pp | 69.5%+19.6pp |
| Annual return | 21.88% | 111.85%-90.0pp | 71.39%-49.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $10,588 | $3,114+240.0% | $4,735+123.6% | $2,440+334.0% |
| Participant deferral / active EE | $10,107 | $5,418+86.5% | $6,709+50.6% | $3,607+180.2% |
| Admin fee / account holder | $3,313 | $5,958-44.4% | $10,261-67.7% | $5,124-35.4% |