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 | $222,859 | $72,277+208.3% | $101,248+120.1% | $79,858+179.1% |
| Participation rate | 86.0% | 68.5%+17.5pp | 75.8%+10.2pp | 69.6%+16.3pp |
| Annual return | 29.64% | 22.30%+7.3pp | 46.47%-16.8pp | 31.71%-2.1pp |
| Employer contribution / active EE | $3,871 | $2,692+43.8% | $3,660+5.8% | $2,471+56.7% |
| Participant deferral / active EE | $11,556 | $3,282+252.1% | $4,370+164.4% | $3,740+209.0% |
| Admin fee / account holder | $8,912 | $4,400+102.5% | $5,945+49.9% | $5,306+67.9% |