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 | $205,269 | $85,766+139.3% | $136,294+50.6% | $70,131+192.7% |
| Participation rate | 98.2% | 74.2%+24.1pp | 81.9%+16.3pp | 69.5%+28.7pp |
| Annual return | 17.99% | 31.45%-13.5pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $6,259 | $2,966+111.0% | $4,695+33.3% | $2,342+167.2% |
| Participant deferral / active EE | $14,162 | $5,051+180.4% | $6,247+126.7% | $3,332+325.1% |
| Admin fee / account holder | $17,309 | $5,420+219.3% | $9,243+87.3% | $4,645+272.6% |