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 | $209,208 | $93,571+123.6% | $135,903+53.9% | $75,163+178.3% |
| Participation rate | 89.7% | 75.2%+14.6pp | 81.9%+7.8pp | 67.2%+22.6pp |
| Annual return | 17.37% | 30.90%-13.5pp | 68.23%-50.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $5,339 | $3,537+51.0% | $4,856+9.9% | $2,670+100.0% |
| Participant deferral / active EE | $9,083 | $6,404+41.8% | $7,758+17.1% | $4,125+120.2% |
| Admin fee / account holder | $33,993 | $6,975+387.3% | $10,762+215.9% | $5,651+501.6% |