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 | $224,529 | $81,248+176.3% | $155,509+44.4% | $80,856+177.7% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 19.46% | 33.31%-13.8pp | 64.67%-45.2pp | 35.59%-16.1pp |
| Employer contribution / active EE | $11,082 | $3,100+257.4% | $4,672+137.2% | $2,755+302.3% |
| Participant deferral / active EE | $6,747 | $3,452+95.5% | $5,626+19.9% | $4,296+57.1% |
| Admin fee / account holder | $6,089 | $7,997-23.9% | $15,912-61.7% | $6,918-12.0% |