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 | $168,952 | $77,314+118.5% | $177,989-5.1% | $80,856+109.0% |
| Participation rate | 98.4% | 65.7%+32.7pp | 77.1%+21.4pp | 67.6%+30.8pp |
| Annual return | 23.15% | 18.09%+5.1pp | 294.48%-271.3pp | 35.59%-12.4pp |
| Employer contribution / active EE | $7,372 | $2,292+221.6% | $3,949+86.7% | $2,755+167.6% |
| Participant deferral / active EE | $13,930 | $4,411+215.8% | $6,276+122.0% | $4,296+224.3% |
| Admin fee / account holder | $16,624 | $7,191+131.2% | $10,363+60.4% | $6,918+140.3% |