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 | $226,427 | $109,881+106.1% | $150,045+50.9% | $84,808+167.0% |
| Participation rate | 93.1% | 76.1%+17.0pp | 82.3%+10.8pp | 68.3%+24.8pp |
| Annual return | 27.80% | 28.25%-0.4pp | 62.55%-34.7pp | 40.90%-13.1pp |
| Employer contribution / active EE | $5,193 | $3,561+45.8% | $4,693+10.6% | $2,631+97.4% |
| Participant deferral / active EE | $14,577 | $6,636+119.7% | $7,997+82.3% | $4,212+246.1% |
| Admin fee / account holder | $4,336 | $8,568-49.4% | $13,435-67.7% | $7,344-41.0% |