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 | $227,062 | $78,422+189.5% | $95,952+136.6% | $79,858+184.3% |
| Participation rate | 84.4% | 73.5%+10.9pp | 77.1%+7.3pp | 69.6%+14.7pp |
| Annual return | 18.77% | 19.37%-0.6pp | 91.61%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $4,790 | $1,945+146.3% | $2,541+88.5% | $2,471+93.9% |
| Participant deferral / active EE | $10,558 | $3,440+206.9% | $4,167+153.4% | $3,740+182.3% |
| Admin fee / account holder | $5,806 | $5,622+3.3% | $6,795-14.6% | $5,306+9.4% |