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 | $244,874 | $85,202+187.4% | $172,739+41.8% | $72,985+235.5% |
| Participation rate | 93.2% | 70.1%+23.2pp | 82.6%+10.6pp | 69.5%+23.8pp |
| Annual return | 21.96% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.0pp |
| Employer contribution / active EE | $11,760 | $3,324+253.8% | $5,143+128.7% | $2,440+382.0% |
| Participant deferral / active EE | $7,301 | $3,260+124.0% | $5,198+40.5% | $3,607+102.4% |
| Admin fee / account holder | $3,813 | $5,884-35.2% | $13,954-72.7% | $5,124-25.6% |