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 | $196,159 | $86,286+127.3% | $111,297+76.2% | $85,850+128.5% |
| Participation rate | 93.2% | 73.3%+19.9pp | 77.3%+15.9pp | 69.3%+23.9pp |
| Annual return | 13.87% | 19.99%-6.1pp | 54.65%-40.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $6,327 | $2,043+209.7% | $2,731+131.7% | $2,565+146.7% |
| Participant deferral / active EE | $7,833 | $3,641+115.1% | $4,487+74.5% | $3,952+98.2% |
| Admin fee / account holder | $3,571 | $8,188-56.4% | $7,964-55.2% | $6,260-43.0% |