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 | $238,552 | $109,881+117.1% | $150,045+59.0% | $84,808+181.3% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 15.04% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $6,279 | $3,561+76.3% | $4,693+33.8% | $2,631+138.7% |
| Participant deferral / active EE | $6,348 | $6,636-4.3% | $7,997-20.6% | $4,212+50.7% |
| Admin fee / account holder | $4,408 | $8,568-48.6% | $13,435-67.2% | $7,344-40.0% |