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 | $201,721 | $109,881+83.6% | $150,045+34.4% | $84,808+137.9% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 15.64% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $6,039 | $3,561+69.6% | $4,693+28.7% | $2,631+129.5% |
| Participant deferral / active EE | $12,971 | $6,636+95.5% | $7,997+62.2% | $4,212+208.0% |
| Admin fee / account holder | $13,244 | $8,568+54.6% | $13,435-1.4% | $7,344+80.3% |