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 | $214,186 | $89,753+138.6% | $107,525+99.2% | $84,808+152.6% |
| Participation rate | 93.9% | 68.1%+25.9pp | 75.1%+18.9pp | 68.3%+25.6pp |
| Annual return | 35.02% | 29.48%+5.5pp | 181.32%-146.3pp | 40.90%-5.9pp |
| Employer contribution / active EE | $8,123 | $3,113+160.9% | $3,754+116.4% | $2,631+208.7% |
| Participant deferral / active EE | $3,867 | $4,056-4.7% | $5,116-24.4% | $4,212-8.2% |
| Admin fee / account holder | $32,973 | $7,222+356.6% | $8,919+269.7% | $7,344+349.0% |