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 | $240,787 | $89,753+168.3% | $107,525+123.9% | $84,808+183.9% |
| Participation rate | 84.1% | 68.1%+16.1pp | 75.1%+9.1pp | 68.3%+15.8pp |
| Annual return | 14.52% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $5,140 | $3,113+65.1% | $3,754+36.9% | $2,631+95.4% |
| Participant deferral / active EE | $11,189 | $4,056+175.8% | $5,116+118.7% | $4,212+165.7% |
| Admin fee / account holder | $2,008 | $7,222-72.2% | $8,919-77.5% | $7,344-72.7% |