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 | $243,396 | $101,724+139.3% | $164,813+47.7% | $80,856+201.0% |
| Participation rate | 97.8% | 71.8%+26.0pp | 78.6%+19.2pp | 67.6%+30.2pp |
| Annual return | 18.59% | 16.72%+1.9pp | 69.93%-51.3pp | 35.59%-17.0pp |
| Employer contribution / active EE | $5,857 | $2,953+98.3% | $4,341+34.9% | $2,755+112.6% |
| Participant deferral / active EE | $12,798 | $4,477+185.8% | $6,031+112.2% | $4,296+197.9% |
| Admin fee / account holder | $1,926 | $8,227-76.6% | $12,690-84.8% | $6,918-72.2% |