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 | $225,641 | $81,248+177.7% | $155,509+45.1% | $80,856+179.1% |
| Participation rate | 76.2% | 66.2%+10.0pp | 78.2%-2.0pp | 67.6%+8.6pp |
| Annual return | 11.21% | 33.31%-22.1pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $7,961 | $3,100+156.8% | $4,672+70.4% | $2,755+189.0% |
| Participant deferral / active EE | $4,687 | $3,452+35.8% | $5,626-16.7% | $4,296+9.1% |
| Admin fee / account holder | $1,746 | $7,997-78.2% | $15,912-89.0% | $6,918-74.8% |