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 | $212,614 | $93,571+127.2% | $135,903+56.4% | $75,163+182.9% |
| Participation rate | 98.4% | 75.2%+23.3pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 15.69% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,810 | $3,537+7.7% | $4,856-21.5% | $2,670+42.7% |
| Participant deferral / active EE | $8,183 | $6,404+27.8% | $7,758+5.5% | $4,125+98.4% |
| Admin fee / account holder | $4,407 | $6,975-36.8% | $10,762-59.1% | $5,651-22.0% |