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 | $223,317 | $80,717+176.7% | $154,803+44.3% | $84,808+163.3% |
| Participation rate | 97.6% | 66.8%+30.7pp | 78.1%+19.5pp | 68.3%+29.2pp |
| Annual return | 15.79% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $7,672 | $2,761+177.9% | $4,305+78.2% | $2,631+191.6% |
| Participant deferral / active EE | $7,101 | $3,303+115.0% | $5,540+28.2% | $4,212+68.6% |
| Admin fee / account holder | $3,588 | $6,746-46.8% | $14,329-75.0% | $7,344-51.1% |