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 | $193,418 | $77,899+148.3% | $149,673+29.2% | $75,163+157.3% |
| Participation rate | 98.6% | 65.6%+33.0pp | 78.8%+19.8pp | 67.2%+31.4pp |
| Annual return | 17.76% | 31.72%-14.0pp | 134.42%-116.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $7,789 | $3,137+148.3% | $4,818+61.7% | $2,670+191.7% |
| Participant deferral / active EE | $7,112 | $3,411+108.5% | $5,680+25.2% | $4,125+72.4% |
| Admin fee / account holder | $18,606 | $5,956+212.4% | $13,210+40.8% | $5,651+229.3% |