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 | $233,194 | $79,449+193.5% | $189,557+23.0% | $85,850+171.6% |
| Participation rate | 93.5% | 66.0%+27.6pp | 78.4%+15.1pp | 69.3%+24.2pp |
| Annual return | 18.44% | 18.45%0pp | 64.17%-45.7pp | 318.53%-300.1pp |
| Employer contribution / active EE | $2,997 | $2,081+44.0% | $4,412-32.1% | $2,565+16.8% |
| Participant deferral / active EE | $13,494 | $4,051+233.1% | $6,174+118.6% | $3,952+241.5% |
| Admin fee / account holder | $9,726 | $5,377+80.9% | $9,807-0.8% | $6,260+55.4% |