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 | $235,624 | $85,766+174.7% | $136,294+72.9% | $70,131+236.0% |
| Participation rate | 93.5% | 74.2%+19.3pp | 81.9%+11.6pp | 69.5%+23.9pp |
| Annual return | 19.59% | 31.45%-11.9pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $4,041 | $2,966+36.2% | $4,695-13.9% | $2,342+72.5% |
| Participant deferral / active EE | $10,550 | $5,051+108.8% | $6,247+68.9% | $3,332+216.6% |
| Admin fee / account holder | $13,477 | $5,420+148.6% | $9,243+45.8% | $4,645+190.1% |