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 | $194,892 | $89,753+117.1% | $107,525+81.3% | $84,808+129.8% |
| Participation rate | 98.2% | 68.1%+30.2pp | 75.1%+23.2pp | 68.3%+29.9pp |
| Annual return | 20.46% | 29.48%-9.0pp | 181.32%-160.9pp | 40.90%-20.4pp |
| Employer contribution / active EE | $7,115 | $3,113+128.5% | $3,754+89.6% | $2,631+170.4% |
| Participant deferral / active EE | $11,627 | $4,056+186.6% | $5,116+127.3% | $4,212+176.1% |
| Admin fee / account holder | $39,375 | $7,222+445.2% | $8,919+341.5% | $7,344+436.2% |