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 | $231,606 | $91,552+153.0% | $133,956+72.9% | $79,858+190.0% |
| Participation rate | 73.2% | 73.3%-0.2pp | 79.8%-6.7pp | 69.6%+3.5pp |
| Annual return | 28.87% | 61.85%-33.0pp | 45.09%-16.2pp | 31.71%-2.8pp |
| Employer contribution / active EE | $3,488 | $2,384+46.3% | $3,919-11.0% | $2,471+41.2% |
| Participant deferral / active EE | $4,375 | $3,733+17.2% | $5,048-13.3% | $3,740+17.0% |
| Admin fee / account holder | $2,885 | $6,321-54.4% | $8,927-67.7% | $5,306-45.6% |