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 | $246,057 | $109,413+124.9% | $156,263+57.5% | $84,808+190.1% |
| Participation rate | 96.4% | 72.7%+23.7pp | 78.9%+17.5pp | 68.3%+28.1pp |
| Annual return | 15.63% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $10,656 | $2,907+266.6% | $4,333+145.9% | $2,631+305.0% |
| Participant deferral / active EE | $8,200 | $4,590+78.7% | $6,158+33.1% | $4,212+94.7% |
| Admin fee / account holder | $5,059 | $9,357-45.9% | $14,255-64.5% | $7,344-31.1% |