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 | $228,272 | $85,766+166.2% | $136,294+67.5% | $70,131+225.5% |
| Participation rate | 89.2% | 74.2%+15.0pp | 81.9%+7.3pp | 69.5%+19.6pp |
| Annual return | 18.11% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $5,831 | $2,966+96.6% | $4,695+24.2% | $2,342+148.9% |
| Participant deferral / active EE | $7,324 | $5,051+45.0% | $6,247+17.2% | $3,332+119.8% |
| Admin fee / account holder | $17,005 | $5,420+213.7% | $9,243+84.0% | $4,645+266.1% |