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 | $247,865 | $98,750+151.0% | $149,696+65.6% | $79,858+210.4% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 14.13% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $6,802 | $3,216+111.5% | $4,644+46.5% | $2,471+175.3% |
| Participant deferral / active EE | $8,117 | $5,680+42.9% | $6,842+18.6% | $3,740+117.0% |
| Admin fee / account holder | $3,602 | $6,053-40.5% | $9,309-61.3% | $5,306-32.1% |