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 | $233,738 | $98,750+136.7% | $149,696+56.1% | $79,858+192.7% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 12.79% | 27.43%-14.6pp | 276.60%-263.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $5,067 | $3,216+57.5% | $4,644+9.1% | $2,471+105.1% |
| Participant deferral / active EE | $9,414 | $5,680+65.7% | $6,842+37.6% | $3,740+151.7% |
| Admin fee / account holder | $6,636 | $6,053+9.6% | $9,309-28.7% | $5,306+25.1% |