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 | $222,381 | $100,773+120.7% | $88,946+150.0% | $142,382+56.2% |
| Participation rate | 94.1% | 74.3%+19.8pp | 68.8%+25.3pp | 80.1%+14.0pp |
| Annual return | 13.72% | 70.18%-56.5pp | 57.82%-44.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,294 | $2,918+47.2% | $2,555+68.1% | $4,299-0.1% |
| Participant deferral / active EE | $9,449 | $5,230+80.7% | $4,581+106.2% | $6,507+45.2% |
| Admin fee / account holder | $5,252 | $9,693-45.8% | $8,261-36.4% | $12,624-58.4% |