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 | $203,415 | $91,190+123.1% | $178,490+14.0% | $79,858+154.7% |
| Participation rate | 93.6% | 69.2%+24.4pp | 81.9%+11.7pp | 69.6%+24.0pp |
| Annual return | 17.23% | 24.19%-7.0pp | 151.07%-133.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $13,053 | $3,256+300.9% | $5,011+160.5% | $2,471+428.3% |
| Participant deferral / active EE | $10,086 | $3,236+211.7% | $5,202+93.9% | $3,740+169.7% |
| Admin fee / account holder | $16,666 | $6,751+146.9% | $13,984+19.2% | $5,306+214.1% |