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 | $230,264 | $58,208+295.6% | $81,812+181.5% | $80,856+184.8% |
| Participation rate | 80.7% | 63.4%+17.3pp | 72.3%+8.4pp | 67.6%+13.1pp |
| Annual return | 17.36% | 41.66%-24.3pp | 773.79%-756.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,054 | $2,340+30.5% | $2,912+4.9% | $2,755+10.9% |
| Participant deferral / active EE | $5,859 | $3,281+78.6% | $4,319+35.7% | $4,296+36.4% |
| Admin fee / account holder | $8,145 | $4,981+63.5% | $7,386+10.3% | $6,918+17.7% |