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 | $236,653 | $85,766+175.9% | $136,294+73.6% | $70,131+237.4% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 14.94% | 31.45%-16.5pp | 5155.94%-5141.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,147 | $2,966-27.6% | $4,695-54.3% | $2,342-8.4% |
| Participant deferral / active EE | $3,476 | $5,051-31.2% | $6,247-44.4% | $3,332+4.3% |
| Admin fee / account holder | $8,843 | $5,420+63.1% | $9,243-4.3% | $4,645+90.4% |