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 8-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 | $221,762 | $80,717+174.7% | $154,803+43.3% | $84,808+161.5% |
| Participation rate | 96.0% | 66.8%+29.2pp | 78.1%+17.9pp | 68.3%+27.7pp |
| Annual return | 15.65% | 37.96%-22.3pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $8,688 | $2,761+214.6% | $4,305+101.8% | $2,631+230.2% |
| Participant deferral / active EE | $9,200 | $3,303+178.5% | $5,540+66.0% | $4,212+118.4% |
| Admin fee / account holder | $4,304 | $6,746-36.2% | $14,329-70.0% | $7,344-41.4% |