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 | $203,953 | $98,750+106.5% | $149,696+36.2% | $79,858+155.4% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.5%+5.9pp | 69.6%+18.7pp |
| Annual return | 19.30% | 27.43%-8.1pp | 276.60%-257.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,828 | $3,216-43.2% | $4,644-60.6% | $2,471-26.0% |
| Participant deferral / active EE | $10,965 | $5,680+93.0% | $6,842+60.3% | $3,740+193.2% |
| Admin fee / account holder | $16,245 | $6,053+168.4% | $9,309+74.5% | $5,306+206.2% |