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 | $238,990 | $89,355+167.5% | $141,162+69.3% | $72,985+227.5% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 20.20% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $7,254 | $3,114+132.9% | $4,735+53.2% | $2,440+197.3% |
| Participant deferral / active EE | $7,403 | $5,418+36.6% | $6,709+10.3% | $3,607+105.2% |
| Admin fee / account holder | $12,868 | $5,958+116.0% | $10,261+25.4% | $5,124+151.1% |