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 | $202,272 | $94,625+113.8% | $116,228+74.0% | $84,808+138.5% |
| Participation rate | 96.9% | 70.4%+26.4pp | 74.6%+22.3pp | 68.3%+28.6pp |
| Annual return | 15.33% | 20.40%-5.1pp | 90.06%-74.7pp | 40.90%-25.6pp |
| Employer contribution / active EE | $7,946 | $2,347+238.6% | $2,994+165.4% | $2,631+202.0% |
| Participant deferral / active EE | $11,184 | $3,972+181.6% | $4,953+125.8% | $4,212+165.6% |
| Admin fee / account holder | $21,807 | $10,091+116.1% | $11,989+81.9% | $7,344+196.9% |