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 | $243,617 | $86,929+180.2% | $102,423+137.9% | $80,856+201.3% |
| Participation rate | 95.2% | 72.4%+22.8pp | 76.5%+18.7pp | 67.6%+27.5pp |
| Annual return | 31.94% | 18.88%+13.1pp | 29.32%+2.6pp | 35.59%-3.7pp |
| Employer contribution / active EE | $4,441 | $2,369+87.4% | $3,023+46.9% | $2,755+61.2% |
| Participant deferral / active EE | $6,021 | $4,118+46.2% | $5,053+19.2% | $4,296+40.2% |
| Admin fee / account holder | $748 | $8,049-90.7% | $9,451-92.1% | $6,918-89.2% |