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 | $199,026 | $95,416+108.6% | $185,823+7.1% | $85,850+131.8% |
| Participation rate | 93.8% | 68.8%+25.0pp | 81.7%+12.0pp | 69.3%+24.4pp |
| Annual return | 12.42% | 23.59%-11.2pp | 122.05%-109.6pp | 318.53%-306.1pp |
| Employer contribution / active EE | $8,501 | $3,314+156.6% | $5,167+64.5% | $2,565+231.4% |
| Participant deferral / active EE | $4,927 | $3,423+43.9% | $5,568-11.5% | $3,952+24.7% |
| Admin fee / account holder | $405 | $7,213-94.4% | $16,237-97.5% | $6,260-93.5% |