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 | $229,891 | $91,538+151.1% | $129,995+76.8% | $75,163+205.9% |
| Participation rate | 96.2% | 71.4%+24.7pp | 78.5%+17.7pp | 67.2%+29.0pp |
| Annual return | 23.54% | -631.11%+654.7pp | -137.18%+160.7pp | 160.62%-137.1pp |
| Employer contribution / active EE | $9,827 | $2,845+245.4% | $4,320+127.5% | $2,670+268.1% |
| Participant deferral / active EE | $12,507 | $4,341+188.1% | $5,820+114.9% | $4,125+203.2% |
| Admin fee / account holder | $23,039 | $6,790+239.3% | $10,614+117.0% | $5,651+307.7% |