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 | $241,274 | $81,460+196.2% | $103,333+133.5% | $80,856+198.4% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 14.41% | 25.55%-11.1pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $17,879 | $3,105+475.8% | $3,868+362.3% | $2,755+549.0% |
| Participant deferral / active EE | $7,424 | $3,869+91.9% | $5,057+46.8% | $4,296+72.8% |
| Admin fee / account holder | $9,580 | $6,566+45.9% | $8,355+14.7% | $6,918+38.5% |