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 | $208,285 | $80,717+158.0% | $154,803+34.5% | $84,808+145.6% |
| Participation rate | 97.0% | 66.8%+30.2pp | 78.1%+18.9pp | 68.3%+28.7pp |
| Annual return | 15.09% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,913 | $2,761+77.9% | $4,305+14.1% | $2,631+86.7% |
| Participant deferral / active EE | $4,656 | $3,303+41.0% | $5,540-16.0% | $4,212+10.6% |
| Admin fee / account holder | $11,442 | $6,746+69.6% | $14,329-20.1% | $7,344+55.8% |