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 | $237,139 | $83,477+184.1% | $125,175+89.4% | $72,985+224.9% |
| Participation rate | 94.6% | 73.3%+21.3pp | 79.8%+14.8pp | 69.5%+25.1pp |
| Annual return | 20.80% | 25.78%-5.0pp | 43.79%-23.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $9,400 | $2,345+300.8% | $3,865+143.2% | $2,440+285.3% |
| Participant deferral / active EE | $5,698 | $3,585+58.9% | $4,937+15.4% | $3,607+58.0% |
| Admin fee / account holder | $4,594 | $5,517-16.7% | $9,702-52.7% | $5,124-10.4% |