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 | $220,276 | $52,279+321.3% | $89,391+146.4% | $79,858+175.8% |
| Participation rate | 92.3% | 57.5%+34.8pp | 68.0%+24.3pp | 69.6%+22.7pp |
| Annual return | 17.22% | 22.16%-4.9pp | 245.62%-228.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $5,659 | $1,572+260.1% | $2,586+118.9% | $2,471+129.0% |
| Participant deferral / active EE | $6,688 | $2,740+144.1% | $3,890+71.9% | $3,740+78.8% |
| Admin fee / account holder | $7,376 | $3,356+119.7% | $4,881+51.1% | $5,306+39.0% |