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 | $220,249 | $81,460+170.4% | $103,333+113.1% | $80,856+172.4% |
| Participation rate | 90.3% | 66.8%+23.5pp | 74.5%+15.8pp | 67.6%+22.7pp |
| Annual return | 25.87% | 25.55%+0.3pp | 24.88%+1.0pp | 35.59%-9.7pp |
| Employer contribution / active EE | $4,039 | $3,105+30.1% | $3,868+4.4% | $2,755+46.6% |
| Participant deferral / active EE | $7,597 | $3,869+96.4% | $5,057+50.2% | $4,296+76.9% |
| Admin fee / account holder | $39,455 | $6,566+500.9% | $8,355+372.3% | $6,918+470.3% |