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 | $236,519 | $67,606+249.8% | $82,313+187.3% | $70,131+237.3% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.9%+16.4pp | 69.5%+23.8pp |
| Annual return | 20.28% | 21.57%-1.3pp | 25.88%-5.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $7,485 | $1,755+326.5% | $2,428+208.2% | $2,342+219.5% |
| Participant deferral / active EE | $7,304 | $2,987+144.5% | $3,706+97.1% | $3,332+119.2% |
| Admin fee / account holder | $43,472 | $4,512+863.5% | $5,608+675.2% | $4,645+835.8% |