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 | $220,230 | $105,181+109.4% | $159,436+38.1% | $85,850+156.5% |
| Participation rate | 92.8% | 75.8%+17.0pp | 82.8%+9.9pp | 69.3%+23.4pp |
| Annual return | 15.43% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,359 | $3,318+1.2% | $4,829-30.4% | $2,565+31.0% |
| Participant deferral / active EE | $5,540 | $5,945-6.8% | $7,352-24.6% | $3,952+40.2% |
| Admin fee / account holder | $20,809 | $6,933+200.1% | $10,799+92.7% | $6,260+232.4% |