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 9-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 | $219,256 | $98,750+122.0% | $149,696+46.5% | $79,858+174.6% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.5%+3.9pp | 69.6%+16.7pp |
| Annual return | 24.00% | 27.43%-3.4pp | 276.60%-252.6pp | 31.71%-7.7pp |
| Employer contribution / active EE | $4,756 | $3,216+47.9% | $4,644+2.4% | $2,471+92.5% |
| Participant deferral / active EE | $8,922 | $5,680+57.1% | $6,842+30.4% | $3,740+138.6% |
| Admin fee / account holder | $889 | $6,053-85.3% | $9,309-90.5% | $5,306-83.2% |