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 | $210,347 | $105,181+100.0% | $159,436+31.9% | $85,850+145.0% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.8%+12.4pp | 69.3%+25.9pp |
| Annual return | 14.16% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $5,993 | $3,318+80.6% | $4,829+24.1% | $2,565+133.6% |
| Participant deferral / active EE | $7,419 | $5,945+24.8% | $7,352+0.9% | $3,952+87.7% |
| Admin fee / account holder | $6,079 | $6,933-12.3% | $10,799-43.7% | $6,260-2.9% |