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 4-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 | $226,856 | $79,944+183.8% | $98,439+130.5% | $75,163+201.8% |
| Participation rate | 90.5% | 70.4%+20.1pp | 75.2%+15.3pp | 67.2%+23.3pp |
| Annual return | 18.79% | 19.75%-1.0pp | 21.16%-2.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,547 | $2,264-31.7% | $3,048-49.2% | $2,670-42.0% |
| Participant deferral / active EE | $10,261 | $3,752+173.5% | $4,738+116.6% | $4,125+148.7% |
| Admin fee / account holder | $23,400 | $6,840+242.1% | $8,948+161.5% | $5,651+314.1% |