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 | $212,869 | $78,422+171.4% | $95,952+121.9% | $79,858+166.6% |
| Participation rate | 97.8% | 73.5%+24.3pp | 77.1%+20.8pp | 69.6%+28.2pp |
| Annual return | 13.62% | 19.37%-5.8pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $4,351 | $1,945+123.7% | $2,541+71.2% | $2,471+76.1% |
| Participant deferral / active EE | $7,492 | $3,440+117.8% | $4,167+79.8% | $3,740+100.3% |
| Admin fee / account holder | $15,318 | $5,622+172.5% | $6,795+125.4% | $5,306+188.7% |