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 7-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 | $239,573 | $89,355+168.1% | $141,162+69.7% | $72,985+228.3% |
| Participation rate | 95.8% | 75.1%+20.7pp | 82.5%+13.4pp | 69.5%+26.3pp |
| Annual return | 20.82% | 111.85%-91.0pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $9,165 | $3,114+194.3% | $4,735+93.5% | $2,440+275.6% |
| Participant deferral / active EE | $6,455 | $5,418+19.1% | $6,709-3.8% | $3,607+78.9% |
| Admin fee / account holder | $4,204 | $5,958-29.4% | $10,261-59.0% | $5,124-18.0% |