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 | $223,883 | $105,181+112.9% | $159,436+40.4% | $85,850+160.8% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 24.62% | 45.07%-20.5pp | 263.57%-238.9pp | 318.53%-293.9pp |
| Employer contribution / active EE | $2,908 | $3,318-12.4% | $4,829-39.8% | $2,565+13.4% |
| Participant deferral / active EE | $7,724 | $5,945+29.9% | $7,352+5.1% | $3,952+95.5% |
| Admin fee / account holder | $5,233 | $6,933-24.5% | $10,799-51.5% | $6,260-16.4% |