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 | $214,308 | $80,717+165.5% | $154,803+38.4% | $84,808+152.7% |
| Participation rate | 88.1% | 66.8%+21.2pp | 78.1%+10.0pp | 68.3%+19.7pp |
| Annual return | 14.18% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $7,446 | $2,761+169.7% | $4,305+72.9% | $2,631+183.0% |
| Participant deferral / active EE | $8,030 | $3,303+143.1% | $5,540+44.9% | $4,212+90.7% |
| Admin fee / account holder | $37,823 | $6,746+460.7% | $14,329+164.0% | $7,344+415.0% |