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 | $188,153 | $86,286+118.1% | $111,297+69.1% | $85,850+119.2% |
| Participation rate | 96.9% | 73.3%+23.5pp | 77.3%+19.6pp | 69.3%+27.6pp |
| Annual return | 19.12% | 19.99%-0.9pp | 54.65%-35.5pp | 318.53%-299.4pp |
| Employer contribution / active EE | $3,429 | $2,043+67.8% | $2,731+25.6% | $2,565+33.7% |
| Participant deferral / active EE | $3,700 | $3,641+1.6% | $4,487-17.5% | $3,952-6.4% |
| Admin fee / account holder | $4,932 | $8,188-39.8% | $7,964-38.1% | $6,260-21.2% |