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 | $191,949 | $101,724+88.7% | $164,813+16.5% | $80,856+137.4% |
| Participation rate | 97.7% | 71.8%+25.9pp | 78.6%+19.1pp | 67.6%+30.1pp |
| Annual return | 22.33% | 16.72%+5.6pp | 69.93%-47.6pp | 35.59%-13.3pp |
| Employer contribution / active EE | $9,190 | $2,953+211.1% | $4,341+111.7% | $2,755+233.6% |
| Participant deferral / active EE | $6,192 | $4,477+38.3% | $6,031+2.7% | $4,296+44.1% |
| Admin fee / account holder | $700 | $8,227-91.5% | $12,690-94.5% | $6,918-89.9% |