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 | $243,964 | $89,355+173.0% | $141,162+72.8% | $72,985+234.3% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.5%+8.3pp | 69.5%+21.3pp |
| Annual return | 23.34% | 111.85%-88.5pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,778 | $3,114-10.8% | $4,735-41.3% | $2,440+13.9% |
| Participant deferral / active EE | $8,148 | $5,418+50.4% | $6,709+21.4% | $3,607+125.9% |
| Admin fee / account holder | $13,234 | $5,958+122.1% | $10,261+29.0% | $5,124+158.3% |