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 | $242,971 | $81,248+199.0% | $155,509+56.2% | $80,856+200.5% |
| Participation rate | 95.3% | 66.2%+29.1pp | 78.2%+17.1pp | 67.6%+27.7pp |
| Annual return | 12.35% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $11,315 | $3,100+265.0% | $4,672+142.2% | $2,755+310.7% |
| Participant deferral / active EE | $7,305 | $3,452+111.6% | $5,626+29.8% | $4,296+70.0% |
| Admin fee / account holder | $5,372 | $7,997-32.8% | $15,912-66.2% | $6,918-22.3% |