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 | $230,109 | $57,541+299.9% | $95,745+140.3% | $75,163+206.1% |
| Participation rate | 94.3% | 62.5%+31.8pp | 72.3%+22.0pp | 67.2%+27.1pp |
| Annual return | 14.94% | 34.93%-20.0pp | 28.35%-13.4pp | 160.62%-145.7pp |
| Employer contribution / active EE | $6,648 | $1,808+267.7% | $2,835+134.5% | $2,670+149.0% |
| Participant deferral / active EE | $7,820 | $3,074+154.4% | $4,245+84.2% | $4,125+89.6% |
| Admin fee / account holder | $39,443 | $4,099+862.4% | $5,678+594.7% | $5,651+598.0% |