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 | $224,755 | $105,181+113.7% | $159,436+41.0% | $85,850+161.8% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.8%+11.6pp | 69.3%+25.1pp |
| Annual return | 17.98% | 45.07%-27.1pp | 263.57%-245.6pp | 318.53%-300.5pp |
| Employer contribution / active EE | $4,381 | $3,318+32.0% | $4,829-9.3% | $2,565+70.8% |
| Participant deferral / active EE | $7,647 | $5,945+28.6% | $7,352+4.0% | $3,952+93.5% |
| Admin fee / account holder | $414 | $6,933-94.0% | $10,799-96.2% | $6,260-93.4% |