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 | $231,196 | $81,460+183.8% | $103,333+123.7% | $80,856+185.9% |
| Participation rate | 89.7% | 66.8%+22.8pp | 74.5%+15.1pp | 67.6%+22.0pp |
| Annual return | 13.47% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,590 | $3,105+47.8% | $3,868+18.7% | $2,755+66.6% |
| Participant deferral / active EE | $6,688 | $3,869+72.9% | $5,057+32.2% | $4,296+55.7% |
| Admin fee / account holder | $10,118 | $6,566+54.1% | $8,355+21.1% | $6,918+46.3% |