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 | $228,958 | $117,841+94.3% | $102,423+123.5% | $145,922+56.9% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 14.40% | 31.65%-17.2pp | 29.32%-14.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $10,521 | $3,615+191.1% | $3,023+248.0% | $4,660+125.8% |
| Participant deferral / active EE | $4,544 | $5,731-20.7% | $5,053-10.1% | $6,688-32.1% |
| Admin fee / account holder | $21,574 | $13,326+61.9% | $9,451+128.3% | $13,397+61.0% |