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 | $208,644 | $99,985+108.7% | $146,665+42.3% | $85,850+143.0% |
| Participation rate | 96.7% | 73.1%+23.6pp | 80.1%+16.6pp | 69.3%+27.4pp |
| Annual return | 16.84% | 18.93%-2.1pp | 22.74%-5.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $10,366 | $2,559+305.1% | $4,136+150.6% | $2,565+304.1% |
| Participant deferral / active EE | $8,620 | $4,006+115.2% | $5,506+56.6% | $3,952+118.1% |
| Admin fee / account holder | $9,108 | $7,702+18.3% | $10,280-11.4% | $6,260+45.5% |