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 | $246,925 | $89,753+175.1% | $107,525+129.6% | $84,808+191.2% |
| Participation rate | 91.9% | 68.1%+23.8pp | 75.1%+16.8pp | 68.3%+23.6pp |
| Annual return | 16.93% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,164 | $3,113+1.6% | $3,754-15.7% | $2,631+20.2% |
| Participant deferral / active EE | $6,914 | $4,056+70.5% | $5,116+35.2% | $4,212+64.2% |
| Admin fee / account holder | $15,788 | $7,222+118.6% | $8,919+77.0% | $7,344+115.0% |