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 | $241,958 | $95,416+153.6% | $185,823+30.2% | $85,850+181.8% |
| Participation rate | 93.2% | 68.8%+24.4pp | 81.7%+11.5pp | 69.3%+23.9pp |
| Annual return | 24.57% | 23.59%+1.0pp | 122.05%-97.5pp | 318.53%-294.0pp |
| Employer contribution / active EE | $6,114 | $3,314+84.5% | $5,167+18.3% | $2,565+138.3% |
| Participant deferral / active EE | $3,459 | $3,423+1.0% | $5,568-37.9% | $3,952-12.5% |
| Admin fee / account holder | $8,555 | $7,213+18.6% | $16,237-47.3% | $6,260+36.7% |