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 | $210,066 | $109,881+91.2% | $150,045+40.0% | $84,808+147.7% |
| Participation rate | 94.2% | 76.1%+18.1pp | 82.3%+11.9pp | 68.3%+25.9pp |
| Annual return | 15.03% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $6,426 | $3,561+80.4% | $4,693+36.9% | $2,631+144.2% |
| Participant deferral / active EE | $9,001 | $6,636+35.6% | $7,997+12.6% | $4,212+113.7% |
| Admin fee / account holder | $5,638 | $8,568-34.2% | $13,435-58.0% | $7,344-23.2% |