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 4-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 | $248,165 | $77,314+221.0% | $177,989+39.4% | $80,856+206.9% |
| Participation rate | 97.7% | 65.7%+32.0pp | 77.1%+20.6pp | 67.6%+30.0pp |
| Annual return | 13.95% | 18.09%-4.1pp | 294.48%-280.5pp | 35.59%-21.6pp |
| Employer contribution / active EE | $7,303 | $2,292+218.6% | $3,949+85.0% | $2,755+165.1% |
| Participant deferral / active EE | $17,527 | $4,411+297.4% | $6,276+179.3% | $4,296+308.0% |
| Admin fee / account holder | $27,685 | $7,191+285.0% | $10,363+167.1% | $6,918+300.2% |