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 | $182,241 | $89,753+103.0% | $107,525+69.5% | $84,808+114.9% |
| Participation rate | 82.0% | 68.1%+13.9pp | 75.1%+6.9pp | 68.3%+13.7pp |
| Annual return | 26.95% | 29.48%-2.5pp | 181.32%-154.4pp | 40.90%-14.0pp |
| Employer contribution / active EE | $4,825 | $3,113+55.0% | $3,754+28.5% | $2,631+83.4% |
| Participant deferral / active EE | $12,590 | $4,056+210.4% | $5,116+146.1% | $4,212+198.9% |
| Admin fee / account holder | $15,692 | $7,222+117.3% | $8,919+75.9% | $7,344+113.7% |