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 | $225,517 | $86,286+161.4% | $111,297+102.6% | $85,850+162.7% |
| Participation rate | 94.4% | 73.3%+21.1pp | 77.3%+17.1pp | 69.3%+25.1pp |
| Annual return | 12.20% | 19.99%-7.8pp | 54.65%-42.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $13,341 | $2,043+552.9% | $2,731+388.5% | $2,565+420.1% |
| Participant deferral / active EE | $3,100 | $3,641-14.9% | $4,487-30.9% | $3,952-21.6% |
| Admin fee / account holder | $4,260 | $8,188-48.0% | $7,964-46.5% | $6,260-31.9% |