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 | $187,420 | $89,753+108.8% | $107,525+74.3% | $84,808+121.0% |
| Participation rate | 85.2% | 68.1%+17.2pp | 75.1%+10.2pp | 68.3%+16.9pp |
| Annual return | 13.76% | 29.48%-15.7pp | 181.32%-167.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $7,550 | $3,113+142.5% | $3,754+101.2% | $2,631+187.0% |
| Participant deferral / active EE | $6,869 | $4,056+69.3% | $5,116+34.3% | $4,212+63.1% |
| Admin fee / account holder | $51,631 | $7,222+614.9% | $8,919+478.9% | $7,344+603.1% |