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 | $209,948 | $77,899+169.5% | $149,673+40.3% | $75,163+179.3% |
| Participation rate | 97.9% | 65.6%+32.3pp | 78.8%+19.1pp | 67.2%+30.7pp |
| Annual return | 25.58% | 31.72%-6.1pp | 134.42%-108.8pp | 160.62%-135.0pp |
| Employer contribution / active EE | $6,420 | $3,137+104.6% | $4,818+33.3% | $2,670+140.5% |
| Participant deferral / active EE | $7,942 | $3,411+132.8% | $5,680+39.8% | $4,125+92.5% |
| Admin fee / account holder | $7,599 | $5,956+27.6% | $13,210-42.5% | $5,651+34.5% |