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 | $229,595 | $70,908+223.8% | $98,907+132.1% | $73,488+212.4% |
| Participation rate | 99.0% | 73.8%+25.2pp | 76.0%+23.0pp | 70.7%+28.3pp |
| Annual return | 14.73% | 34.17%-19.4pp | 196.43%-181.7pp | 28.51%-13.8pp |
| Employer contribution / active EE | $6,891 | $2,036+238.4% | $2,689+156.3% | $2,270+203.5% |
| Participant deferral / active EE | $9,386 | $3,500+168.2% | $4,244+121.2% | $3,740+151.0% |
| Admin fee / account holder | $28,958 | $535+5313.5% | $6,642+336.0% | $513+5544.1% |