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 | $249,291 | $89,753+177.8% | $107,525+131.8% | $84,808+193.9% |
| Participation rate | 82.6% | 68.1%+14.5pp | 75.1%+7.5pp | 68.3%+14.3pp |
| Annual return | 16.21% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $5,406 | $3,113+73.6% | $3,754+44.0% | $2,631+105.5% |
| Participant deferral / active EE | $7,459 | $4,056+83.9% | $5,116+45.8% | $4,212+77.1% |
| Admin fee / account holder | $27,773 | $7,222+284.6% | $8,919+211.4% | $7,344+278.2% |