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 | $236,249 | $94,625+149.7% | $116,228+103.3% | $84,808+178.6% |
| Participation rate | 93.1% | 70.4%+22.7pp | 74.6%+18.6pp | 68.3%+24.8pp |
| Annual return | 14.21% | 20.40%-6.2pp | 90.06%-75.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $6,649 | $2,347+183.3% | $2,994+122.0% | $2,631+152.7% |
| Participant deferral / active EE | $12,429 | $3,972+212.9% | $4,953+150.9% | $4,212+195.1% |
| Admin fee / account holder | $3,145 | $10,091-68.8% | $11,989-73.8% | $7,344-57.2% |