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 | $247,643 | $95,416+159.5% | $185,823+33.3% | $85,850+188.5% |
| Participation rate | 90.9% | 68.8%+22.1pp | 81.7%+9.2pp | 69.3%+21.6pp |
| Annual return | 14.48% | 23.59%-9.1pp | 122.05%-107.6pp | 318.53%-304.1pp |
| Employer contribution / active EE | $7,036 | $3,314+112.3% | $5,167+36.2% | $2,565+174.3% |
| Participant deferral / active EE | $4,736 | $3,423+38.4% | $5,568-14.9% | $3,952+19.9% |
| Admin fee / account holder | $7,773 | $7,213+7.8% | $16,237-52.1% | $6,260+24.2% |