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 | $198,901 | $80,724+146.4% | $103,333+92.5% | $74,495+167.0% |
| Participation rate | 89.5% | 65.7%+23.8pp | 74.5%+15.0pp | 67.2%+22.3pp |
| Annual return | 16.63% | 27.56%-10.9pp | 24.88%-8.2pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $3,785 | $3,157+19.9% | $3,868-2.1% | $2,623+44.3% |
| Participant deferral / active EE | $6,794 | $3,860+76.0% | $5,057+34.3% | $4,346+56.3% |
| Admin fee / account holder | $7,620 | $2,368+221.8% | $8,355-8.8% | $1,942+292.4% |