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 | $229,337 | $57,281+300.4% | $86,612+164.8% | $75,163+205.1% |
| Participation rate | 92.7% | 63.2%+29.5pp | 71.7%+21.0pp | 67.2%+25.5pp |
| Annual return | 19.08% | 2670.75%-2651.7pp | 591.07%-572.0pp | 160.62%-141.5pp |
| Employer contribution / active EE | $5,679 | $2,314+145.4% | $3,022+87.9% | $2,670+112.7% |
| Participant deferral / active EE | $7,297 | $3,318+119.9% | $4,438+64.4% | $4,125+76.9% |
| Admin fee / account holder | $5,638 | $4,112+37.1% | $5,614+0.4% | $5,651-0.2% |