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 | $227,754 | $77,314+194.6% | $177,989+28.0% | $80,856+181.7% |
| Participation rate | 93.2% | 65.7%+27.5pp | 77.1%+16.1pp | 67.6%+25.5pp |
| Annual return | 12.40% | 18.09%-5.7pp | 294.48%-282.1pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,346 | $2,292+46.0% | $3,949-15.3% | $2,755+21.5% |
| Participant deferral / active EE | $13,248 | $4,411+200.4% | $6,276+111.1% | $4,296+208.4% |
| Admin fee / account holder | $29,793 | $7,191+314.3% | $10,363+187.5% | $6,918+330.7% |