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 | $224,386 | $63,114+255.5% | $92,893+141.6% | $65,185+244.2% |
| Participation rate | 88.2% | 68.8%+19.5pp | 76.0%+12.2pp | 70.2%+18.0pp |
| Annual return | 23.30% | 28.75%-5.5pp | 109.41%-86.1pp | 29.38%-6.1pp |
| Employer contribution / active EE | $4,183 | $2,571+62.7% | $3,653+14.5% | $2,177+92.2% |
| Participant deferral / active EE | $7,002 | $3,108+125.3% | $4,236+65.3% | $3,514+99.3% |
| Admin fee / account holder | $8,739 | $624+1301.4% | $5,794+50.8% | $847+931.6% |