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 | $226,063 | $81,248+178.2% | $155,509+45.4% | $80,856+179.6% |
| Participation rate | 93.2% | 66.2%+27.0pp | 78.2%+15.0pp | 67.6%+25.5pp |
| Annual return | 13.44% | 33.31%-19.9pp | 64.67%-51.2pp | 35.59%-22.2pp |
| Employer contribution / active EE | $8,123 | $3,100+162.0% | $4,672+73.9% | $2,755+194.9% |
| Participant deferral / active EE | $7,480 | $3,452+116.7% | $5,626+32.9% | $4,296+74.1% |
| Admin fee / account holder | $1,903 | $7,997-76.2% | $15,912-88.0% | $6,918-72.5% |