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 | $241,260 | $65,365+269.1% | $92,893+159.7% | $72,985+230.6% |
| Participation rate | 81.6% | 68.3%+13.3pp | 76.0%+5.6pp | 69.5%+12.1pp |
| Annual return | 19.21% | 42.10%-22.9pp | 109.41%-90.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $21,314 | $2,594+721.6% | $3,653+483.5% | $2,440+773.6% |
| Participant deferral / active EE | $5,625 | $3,128+79.8% | $4,236+32.8% | $3,607+55.9% |
| Admin fee / account holder | $13,071 | $4,251+207.4% | $5,794+125.6% | $5,124+155.1% |