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 | $170,214 | $78,672+116.4% | $109,143+56.0% | $85,850+98.3% |
| Participation rate | 92.7% | 68.3%+24.4pp | 75.9%+16.8pp | 69.3%+23.4pp |
| Annual return | 23.28% | 25.09%-1.8pp | 25.75%-2.5pp | 318.53%-295.3pp |
| Employer contribution / active EE | $2,049 | $2,735-25.1% | $3,722-45.0% | $2,565-20.1% |
| Participant deferral / active EE | $3,509 | $3,467+1.2% | $4,653-24.6% | $3,952-11.2% |
| Admin fee / account holder | $14,099 | $5,469+157.8% | $6,752+108.8% | $6,260+125.2% |