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 | $234,963 | $93,571+151.1% | $135,903+72.9% | $75,163+212.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 18.92% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $4,376 | $3,537+23.7% | $4,856-9.9% | $2,670+63.9% |
| Participant deferral / active EE | $8,294 | $6,404+29.5% | $7,758+6.9% | $4,125+101.1% |
| Admin fee / account holder | $7,225 | $6,975+3.6% | $10,762-32.9% | $5,651+27.9% |