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 | $179,428 | $81,208+120.9% | $98,907+81.4% | $79,858+124.7% |
| Participation rate | 96.8% | 72.5%+24.3pp | 76.0%+20.8pp | 69.6%+27.1pp |
| Annual return | 10.86% | 60.99%-50.1pp | 196.43%-185.6pp | 31.71%-20.9pp |
| Employer contribution / active EE | $3,100 | $1,960+58.2% | $2,689+15.3% | $2,471+25.5% |
| Participant deferral / active EE | $6,703 | $3,265+105.3% | $4,244+57.9% | $3,740+79.2% |
| Admin fee / account holder | $41,455 | $6,013+589.4% | $6,642+524.2% | $5,306+681.2% |