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 | $224,892 | $109,881+104.7% | $150,045+49.9% | $84,808+165.2% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 16.19% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $8,790 | $3,561+146.8% | $4,693+87.3% | $2,631+234.1% |
| Participant deferral / active EE | $8,079 | $6,636+21.7% | $7,997+1.0% | $4,212+91.8% |
| Admin fee / account holder | $6,643 | $8,568-22.5% | $13,435-50.6% | $7,344-9.5% |