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 | $239,190 | $73,933+223.5% | $96,683+147.4% | $75,163+218.2% |
| Participation rate | 79.5% | 66.4%+13.1pp | 74.3%+5.2pp | 67.2%+12.4pp |
| Annual return | 15.29% | 26.70%-11.4pp | 35.69%-20.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $5,968 | $2,928+103.8% | $3,737+59.7% | $2,670+123.5% |
| Participant deferral / active EE | $11,128 | $3,659+204.1% | $4,878+128.1% | $4,125+169.8% |
| Admin fee / account holder | $68,863 | $5,216+1220.2% | $6,730+923.3% | $5,651+1118.6% |