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 | $219,859 | $109,413+100.9% | $156,263+40.7% | $84,808+159.2% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | 129.16% | 20.18%+109.0pp | 59.47%+69.7pp | 40.90%+88.3pp |
| Employer contribution / active EE | $11,185 | $2,907+284.8% | $4,333+158.1% | $2,631+325.1% |
| Participant deferral / active EE | $10,632 | $4,590+131.6% | $6,158+72.6% | $4,212+152.4% |
| Admin fee / account holder | $9,131 | $9,357-2.4% | $14,255-35.9% | $7,344+24.3% |