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 | $213,059 | $72,492+193.9% | $87,100+144.6% | $72,985+191.9% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 21.43% | 24.46%-3.0pp | 28.19%-6.8pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,500 | $1,894+32.0% | $2,521-0.8% | $2,440+2.5% |
| Participant deferral / active EE | $9,907 | $3,270+203.0% | $4,049+144.7% | $3,607+174.6% |
| Admin fee / account holder | $10,648 | $5,055+110.6% | $7,497+42.0% | $5,124+107.8% |