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 | $204,296 | $94,625+115.9% | $116,228+75.8% | $84,808+140.9% |
| Participation rate | 93.5% | 70.4%+23.1pp | 74.6%+19.0pp | 68.3%+25.2pp |
| Annual return | 17.15% | 20.40%-3.3pp | 90.06%-72.9pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,687 | $2,347+185.0% | $2,994+123.3% | $2,631+154.2% |
| Participant deferral / active EE | $10,534 | $3,972+165.2% | $4,953+112.7% | $4,212+150.1% |
| Admin fee / account holder | $13,205 | $10,091+30.9% | $11,989+10.1% | $7,344+79.8% |