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 | $226,548 | $78,672+188.0% | $109,143+107.6% | $85,850+163.9% |
| Participation rate | 91.2% | 68.3%+22.9pp | 75.9%+15.3pp | 69.3%+21.9pp |
| Annual return | 13.60% | 25.09%-11.5pp | 25.75%-12.2pp | 318.53%-304.9pp |
| Employer contribution / active EE | $11,283 | $2,735+312.6% | $3,722+203.2% | $2,565+339.9% |
| Participant deferral / active EE | $7,496 | $3,467+116.2% | $4,653+61.1% | $3,952+89.7% |
| Admin fee / account holder | $30,619 | $5,469+459.8% | $6,752+353.5% | $6,260+389.1% |