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 | $212,703 | $89,753+137.0% | $107,525+97.8% | $84,808+150.8% |
| Participation rate | 89.3% | 68.1%+21.2pp | 75.1%+14.2pp | 68.3%+21.0pp |
| Annual return | 14.72% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,111 | $3,113-32.2% | $3,754-43.8% | $2,631-19.8% |
| Participant deferral / active EE | $10,837 | $4,056+167.2% | $5,116+111.8% | $4,212+157.3% |
| Admin fee / account holder | $34,291 | $7,222+374.8% | $8,919+284.5% | $7,344+366.9% |