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 | $179,266 | $56,317+218.3% | $71,209+151.7% | $74,304+141.3% |
| Participation rate | 85.6% | 55.1%+30.5pp | 73.8%+11.8pp | 60.3%+25.2pp |
| Annual return | 35.79% | 42.83%-7.0pp | 282.51%-246.7pp | 29.43%+6.4pp |
| Employer contribution / active EE | $1,254 | $2,160-42.0% | $2,721-53.9% | $2,241-44.1% |
| Participant deferral / active EE | $7,153 | $2,788+156.6% | $4,175+71.3% | $3,767+89.9% |
| Admin fee / account holder | $13,913 | $2,290+507.6% | $5,349+160.1% | $2,969+368.6% |