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 | $216,724 | $80,717+168.5% | $154,803+40.0% | $84,808+155.5% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.8pp | 68.3%+28.6pp |
| Annual return | 20.38% | 37.96%-17.6pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $9,145 | $2,761+231.2% | $4,305+112.4% | $2,631+247.6% |
| Participant deferral / active EE | $6,481 | $3,303+96.2% | $5,540+17.0% | $4,212+53.9% |
| Admin fee / account holder | $11,615 | $6,746+72.2% | $14,329-18.9% | $7,344+58.2% |