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 | $221,756 | $109,881+101.8% | $150,045+47.8% | $84,808+161.5% |
| Participation rate | 95.9% | 76.1%+19.8pp | 82.3%+13.6pp | 68.3%+27.6pp |
| Annual return | 17.20% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $14,288 | $3,561+301.2% | $4,693+204.4% | $2,631+443.0% |
| Participant deferral / active EE | $7,202 | $6,636+8.5% | $7,997-9.9% | $4,212+71.0% |
| Admin fee / account holder | $8,563 | $8,568-0.1% | $13,435-36.3% | $7,344+16.6% |