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 | $207,988 | $89,355+132.8% | $141,162+47.3% | $72,985+185.0% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 21.24% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $5,056 | $3,114+62.3% | $4,735+6.8% | $2,440+107.2% |
| Participant deferral / active EE | $10,172 | $5,418+87.7% | $6,709+51.6% | $3,607+182.0% |
| Admin fee / account holder | $7,025 | $5,958+17.9% | $10,261-31.5% | $5,124+37.1% |