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 | $249,472 | $98,750+152.6% | $149,696+66.7% | $79,858+212.4% |
| Participation rate | 98.0% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 14.15% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $28,924 | $3,216+799.3% | $4,644+522.8% | $2,471+1070.6% |
| Participant deferral / active EE | $19,360 | $5,680+240.8% | $6,842+183.0% | $3,740+417.6% |
| Admin fee / account holder | $26,296 | $6,053+334.5% | $9,309+182.5% | $5,306+395.6% |