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 | $234,478 | $80,717+190.5% | $154,803+51.5% | $84,808+176.5% |
| Participation rate | 94.1% | 66.8%+27.3pp | 78.1%+16.0pp | 68.3%+25.8pp |
| Annual return | 14.14% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $9,945 | $2,761+260.2% | $4,305+131.0% | $2,631+278.0% |
| Participant deferral / active EE | $7,857 | $3,303+137.9% | $5,540+41.8% | $4,212+86.6% |
| Admin fee / account holder | $78,026 | $6,746+1056.7% | $14,329+444.5% | $7,344+962.5% |