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 | $248,465 | $106,355+133.6% | $237,244+4.7% | $116,875+112.6% |
| Participation rate | 98.1% | 71.9%+26.3pp | 80.3%+17.9pp | 74.5%+23.6pp |
| Annual return | 14.75% | 17.03%-2.3pp | 4131.29%-4116.5pp | 16.29%-1.5pp |
| Employer contribution / active EE | $3,609 | $1,595+126.2% | $4,351-17.1% | $3,288+9.8% |
| Participant deferral / active EE | $7,053 | $3,396+107.7% | $4,056+73.9% | $3,885+81.6% |
| Admin fee / account holder | $9,457 | $11,423-17.2% | $18,030-47.5% | $12,263-22.9% |