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 | $241,975 | $86,286+180.4% | $111,297+117.4% | $85,850+181.9% |
| Participation rate | 93.5% | 73.3%+20.2pp | 77.3%+16.2pp | 69.3%+24.2pp |
| Annual return | 25.88% | 19.99%+5.9pp | 54.65%-28.8pp | 318.53%-292.7pp |
| Employer contribution / active EE | $3,187 | $2,043+56.0% | $2,731+16.7% | $2,565+24.3% |
| Participant deferral / active EE | $9,012 | $3,641+147.5% | $4,487+100.8% | $3,952+128.0% |
| Admin fee / account holder | $3,388 | $8,188-58.6% | $7,964-57.5% | $6,260-45.9% |