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 | $208,760 | $92,985+124.5% | $153,485+36.0% | $80,856+158.2% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 28.43% | 19.95%+8.5pp | 15.65%+12.8pp | 35.59%-7.2pp |
| Employer contribution / active EE | $7,039 | $3,507+100.7% | $5,039+39.7% | $2,755+155.5% |
| Participant deferral / active EE | $12,787 | $5,178+147.0% | $6,757+89.2% | $4,296+197.7% |
| Admin fee / account holder | $10,595 | $8,880+19.3% | $12,724-16.7% | $6,918+53.1% |