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 | $238,679 | $95,416+150.1% | $185,823+28.4% | $85,850+178.0% |
| Participation rate | 77.3% | 68.8%+8.5pp | 81.7%-4.4pp | 69.3%+8.0pp |
| Annual return | 16.93% | 23.59%-6.7pp | 122.05%-105.1pp | 318.53%-301.6pp |
| Employer contribution / active EE | $5,633 | $3,314+70.0% | $5,167+9.0% | $2,565+119.6% |
| Participant deferral / active EE | $5,252 | $3,423+53.4% | $5,568-5.7% | $3,952+32.9% |
| Admin fee / account holder | $17,173 | $7,213+138.1% | $16,237+5.8% | $6,260+174.3% |