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 | $240,238 | $91,190+163.4% | $178,490+34.6% | $79,858+200.8% |
| Participation rate | 96.8% | 69.2%+27.6pp | 81.9%+14.9pp | 69.6%+27.2pp |
| Annual return | 11.01% | 24.19%-13.2pp | 151.07%-140.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $9,309 | $3,256+185.9% | $5,011+85.8% | $2,471+276.8% |
| Participant deferral / active EE | $5,450 | $3,236+68.4% | $5,202+4.8% | $3,740+45.7% |
| Admin fee / account holder | $10,071 | $6,751+49.2% | $13,984-28.0% | $5,306+89.8% |