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 | $240,944 | $81,248+196.6% | $155,509+54.9% | $80,856+198.0% |
| Participation rate | 98.7% | 66.2%+32.5pp | 78.2%+20.5pp | 67.6%+31.0pp |
| Annual return | 13.28% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $13,394 | $3,100+332.0% | $4,672+186.6% | $2,755+386.2% |
| Participant deferral / active EE | $7,147 | $3,452+107.1% | $5,626+27.0% | $4,296+66.4% |
| Admin fee / account holder | $12,318 | $7,997+54.0% | $15,912-22.6% | $6,918+78.1% |