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 | $208,976 | $98,750+111.6% | $149,696+39.6% | $79,858+161.7% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 17.37% | 27.43%-10.1pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $10,212 | $3,216+217.5% | $4,644+119.9% | $2,471+313.3% |
| Participant deferral / active EE | $12,023 | $5,680+111.7% | $6,842+75.7% | $3,740+221.5% |
| Admin fee / account holder | $5,636 | $6,053-6.9% | $9,309-39.5% | $5,306+6.2% |