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 | $248,553 | $74,888+231.9% | $71,209+249.0% | $142,382+74.6% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.1%+6.5pp |
| Annual return | 16.62% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $8,136 | $2,854+185.1% | $2,721+199.0% | $4,299+89.3% |
| Participant deferral / active EE | $11,476 | $4,454+157.6% | $4,175+174.9% | $6,507+76.4% |
| Admin fee / account holder | $6,464 | $5,568+16.1% | $5,349+20.9% | $12,624-48.8% |