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 | $235,764 | $81,248+190.2% | $155,509+51.6% | $80,856+191.6% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.1pp | 67.6%+13.6pp |
| Annual return | 13.01% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $5,015 | $3,100+61.8% | $4,672+7.3% | $2,755+82.0% |
| Participant deferral / active EE | $6,136 | $3,452+77.8% | $5,626+9.1% | $4,296+42.8% |
| Admin fee / account holder | $12,552 | $7,997+57.0% | $15,912-21.1% | $6,918+81.4% |