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 | $248,107 | $80,717+207.4% | $154,803+60.3% | $84,808+192.6% |
| Participation rate | 94.2% | 66.8%+27.4pp | 78.1%+16.1pp | 68.3%+25.9pp |
| Annual return | 18.92% | 37.96%-19.0pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $8,376 | $2,761+203.3% | $4,305+94.5% | $2,631+218.4% |
| Participant deferral / active EE | $5,979 | $3,303+81.0% | $5,540+7.9% | $4,212+42.0% |
| Admin fee / account holder | $7,413 | $6,746+9.9% | $14,329-48.3% | $7,344+0.9% |