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 | $199,928 | $93,571+113.7% | $135,903+47.1% | $75,163+166.0% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 67.2%+23.2pp |
| Annual return | 15.24% | 30.90%-15.7pp | 68.23%-53.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $4,489 | $3,537+26.9% | $4,856-7.6% | $2,670+68.1% |
| Participant deferral / active EE | $7,988 | $6,404+24.7% | $7,758+3.0% | $4,125+93.7% |
| Admin fee / account holder | $4,669 | $6,975-33.1% | $10,762-56.6% | $5,651-17.4% |