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 9-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 | $223,738 | $87,013+157.1% | $106,213+110.7% | $80,856+176.7% |
| Participation rate | 89.5% | 70.4%+19.0pp | 75.3%+14.2pp | 67.6%+21.8pp |
| Annual return | 25.24% | 17.05%+8.2pp | 116.14%-90.9pp | 35.59%-10.4pp |
| Employer contribution / active EE | $4,071 | $2,395+70.0% | $3,171+28.4% | $2,755+47.8% |
| Participant deferral / active EE | $7,753 | $3,986+94.5% | $5,016+54.6% | $4,296+80.5% |
| Admin fee / account holder | $6,228 | $8,431-26.1% | $11,033-43.5% | $6,918-10.0% |