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 | $236,543 | $54,705+332.4% | $71,209+232.2% | $84,808+178.9% |
| Participation rate | 96.2% | 64.1%+32.1pp | 73.8%+22.4pp | 68.3%+27.8pp |
| Annual return | 14.97% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $8,157 | $2,158+278.0% | $2,721+199.8% | $2,631+210.0% |
| Participant deferral / active EE | $7,171 | $3,030+136.6% | $4,175+71.7% | $4,212+70.3% |
| Admin fee / account holder | $3,327 | $4,863-31.6% | $5,349-37.8% | $7,344-54.7% |