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 | $232,182 | $87,733+164.6% | $106,548+117.9% | $85,850+170.5% |
| Participation rate | 91.2% | 71.9%+19.3pp | 76.1%+15.1pp | 69.3%+21.9pp |
| Annual return | 14.54% | 21.86%-7.3pp | 26.80%-12.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $7,014 | $2,073+238.4% | $2,819+148.8% | $2,565+173.5% |
| Participant deferral / active EE | $10,801 | $3,469+211.3% | $4,398+145.6% | $3,952+173.3% |
| Admin fee / account holder | $23,754 | $6,767+251.0% | $7,407+220.7% | $6,260+279.5% |