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 | $242,301 | $78,672+208.0% | $109,143+122.0% | $85,850+182.2% |
| Participation rate | 90.9% | 68.3%+22.6pp | 75.9%+15.0pp | 69.3%+21.6pp |
| Annual return | 14.90% | 25.09%-10.2pp | 25.75%-10.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,032 | $2,735-25.7% | $3,722-45.4% | $2,565-20.8% |
| Participant deferral / active EE | $7,805 | $3,467+125.1% | $4,653+67.7% | $3,952+97.5% |
| Admin fee / account holder | $2,647 | $5,469-51.6% | $6,752-60.8% | $6,260-57.7% |