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 | $234,715 | $95,416+146.0% | $185,823+26.3% | $85,850+173.4% |
| Participation rate | 85.1% | 68.8%+16.3pp | 81.7%+3.4pp | 69.3%+15.8pp |
| Annual return | 16.82% | 23.59%-6.8pp | 122.05%-105.2pp | 318.53%-301.7pp |
| Employer contribution / active EE | $5,443 | $3,314+64.3% | $5,167+5.3% | $2,565+112.2% |
| Participant deferral / active EE | $7,154 | $3,423+109.0% | $5,568+28.5% | $3,952+81.0% |
| Admin fee / account holder | $3,442 | $7,213-52.3% | $16,237-78.8% | $6,260-45.0% |