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 9-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 | $230,674 | $79,944+188.5% | $98,439+134.3% | $75,163+206.9% |
| Participation rate | 80.5% | 70.4%+10.1pp | 75.2%+5.3pp | 67.2%+13.3pp |
| Annual return | 21.50% | 19.75%+1.8pp | 21.16%+0.3pp | 160.62%-139.1pp |
| Employer contribution / active EE | $4,226 | $2,264+86.7% | $3,048+38.7% | $2,670+58.3% |
| Participant deferral / active EE | $6,648 | $3,752+77.2% | $4,738+40.3% | $4,125+61.2% |
| Admin fee / account holder | $15,425 | $6,840+125.5% | $8,948+72.4% | $5,651+173.0% |