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 | $182,517 | $109,881+66.1% | $150,045+21.6% | $84,808+115.2% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 72.93% | 28.25%+44.7pp | 62.55%+10.4pp | 40.90%+32.0pp |
| Employer contribution / active EE | $6,397 | $3,561+79.6% | $4,693+36.3% | $2,631+143.1% |
| Participant deferral / active EE | $20,686 | $6,636+211.7% | $7,997+158.7% | $4,212+391.2% |
| Admin fee / account holder | $8,655 | $8,568+1.0% | $13,435-35.6% | $7,344+17.9% |