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 | $198,017 | $81,248+143.7% | $155,509+27.3% | $80,856+144.9% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 52.04% | 33.31%+18.7pp | 64.67%-12.6pp | 35.59%+16.4pp |
| Employer contribution / active EE | $3,187 | $3,100+2.8% | $4,672-31.8% | $2,755+15.7% |
| Participant deferral / active EE | $2,362 | $3,452-31.6% | $5,626-58.0% | $4,296-45.0% |
| Admin fee / account holder | $1,301 | $7,997-83.7% | $15,912-91.8% | $6,918-81.2% |