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 | $240,325 | $51,576+366.0% | $129,207+86.0% | $80,856+197.2% |
| Participation rate | 77.6% | 57.0%+20.6pp | 69.6%+8.0pp | 67.6%+9.9pp |
| Annual return | 12.70% | 20.81%-8.1pp | 9417.33%-9404.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,178 | $1,584+100.7% | $4,153-23.5% | $2,755+15.4% |
| Participant deferral / active EE | $8,107 | $2,669+203.8% | $4,168+94.5% | $4,296+88.7% |
| Admin fee / account holder | $4,394 | $4,305+2.1% | $7,715-43.0% | $6,918-36.5% |