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 | $246,775 | $109,881+124.6% | $150,045+64.5% | $84,808+191.0% |
| Participation rate | 92.2% | 76.1%+16.1pp | 82.3%+9.8pp | 68.3%+23.8pp |
| Annual return | 17.86% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,286 | $3,561+20.3% | $4,693-8.7% | $2,631+62.9% |
| Participant deferral / active EE | $10,787 | $6,636+62.6% | $7,997+34.9% | $4,212+156.1% |
| Admin fee / account holder | $11,088 | $8,568+29.4% | $13,435-17.5% | $7,344+51.0% |