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 | $223,986 | $94,625+136.7% | $116,228+92.7% | $84,808+164.1% |
| Participation rate | 86.2% | 70.4%+15.8pp | 74.6%+11.7pp | 68.3%+17.9pp |
| Annual return | 14.28% | 20.40%-6.1pp | 90.06%-75.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,737 | $2,347+59.2% | $2,994+24.8% | $2,631+42.0% |
| Participant deferral / active EE | $9,641 | $3,972+142.7% | $4,953+94.6% | $4,212+128.9% |
| Admin fee / account holder | $7,094 | $10,091-29.7% | $11,989-40.8% | $7,344-3.4% |