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 7-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 | $214,249 | $80,717+165.4% | $154,803+38.4% | $84,808+152.6% |
| Participation rate | 76.2% | 66.8%+9.4pp | 78.1%-1.9pp | 68.3%+7.9pp |
| Annual return | 18.67% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $10,779 | $2,761+290.4% | $4,305+150.4% | $2,631+309.7% |
| Participant deferral / active EE | $6,756 | $3,303+104.5% | $5,540+21.9% | $4,212+60.4% |
| Admin fee / account holder | $2,103 | $6,746-68.8% | $14,329-85.3% | $7,344-71.4% |