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 | $225,374 | $80,717+179.2% | $154,803+45.6% | $84,808+165.7% |
| Participation rate | 97.0% | 66.8%+30.2pp | 78.1%+18.9pp | 68.3%+28.7pp |
| Annual return | 29.00% | 37.96%-9.0pp | 58.88%-29.9pp | 40.90%-11.9pp |
| Employer contribution / active EE | $2,244 | $2,761-18.7% | $4,305-47.9% | $2,631-14.7% |
| Participant deferral / active EE | $6,562 | $3,303+98.6% | $5,540+18.4% | $4,212+55.8% |
| Admin fee / account holder | $20,999 | $6,746+211.3% | $14,329+46.5% | $7,344+185.9% |