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 | $207,383 | $85,202+143.4% | $172,739+20.1% | $72,985+184.1% |
| Participation rate | 94.1% | 70.1%+24.1pp | 82.6%+11.5pp | 69.5%+24.6pp |
| Annual return | 24.50% | 27.32%-2.8pp | 802.84%-778.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $6,902 | $3,324+107.6% | $5,143+34.2% | $2,440+182.9% |
| Participant deferral / active EE | $3,946 | $3,260+21.0% | $5,198-24.1% | $3,607+9.4% |
| Admin fee / account holder | $2,764 | $5,884-53.0% | $13,954-80.2% | $5,124-46.1% |