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 | $223,212 | $77,314+188.7% | $177,989+25.4% | $80,856+176.1% |
| Participation rate | 97.7% | 65.7%+32.0pp | 77.1%+20.6pp | 67.6%+30.1pp |
| Annual return | 14.14% | 18.09%-4.0pp | 294.48%-280.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $7,049 | $2,292+207.5% | $3,949+78.5% | $2,755+155.9% |
| Participant deferral / active EE | $6,468 | $4,411+46.6% | $6,276+3.0% | $4,296+50.6% |
| Admin fee / account holder | $12,739 | $7,191+77.2% | $10,363+22.9% | $6,918+84.1% |