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 | $224,644 | $106,515+110.9% | $96,683+132.4% | $139,434+61.1% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 11.20% | 38.43%-27.2pp | 35.69%-24.5pp | 372.94%-361.7pp |
| Employer contribution / active EE | $8,642 | $4,103+110.6% | $3,737+131.3% | $4,751+81.9% |
| Participant deferral / active EE | $14,853 | $5,454+172.3% | $4,878+204.5% | $6,710+121.4% |
| Admin fee / account holder | $60,348 | $7,877+666.1% | $6,730+796.8% | $11,403+429.3% |