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 | $213,465 | $78,926+170.5% | $136,749+56.1% | $84,808+151.7% |
| Participation rate | 95.2% | 62.2%+33.1pp | 72.1%+23.1pp | 68.3%+26.9pp |
| Annual return | 13.98% | 18.17%-4.2pp | 24.33%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $6,375 | $2,134+198.7% | $3,400+87.5% | $2,631+142.3% |
| Participant deferral / active EE | $8,954 | $3,168+182.6% | $4,692+90.8% | $4,212+112.6% |
| Admin fee / account holder | $25,750 | $6,369+304.3% | $11,386+126.2% | $7,344+250.6% |