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 | $218,428 | $81,248+168.8% | $155,509+40.5% | $80,856+170.1% |
| Participation rate | 97.8% | 66.2%+31.5pp | 78.2%+19.6pp | 67.6%+30.1pp |
| Annual return | 12.09% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $9,809 | $3,100+216.4% | $4,672+109.9% | $2,755+256.1% |
| Participant deferral / active EE | $7,158 | $3,452+107.4% | $5,626+27.2% | $4,296+66.6% |
| Admin fee / account holder | $67,841 | $7,997+748.3% | $15,912+326.3% | $6,918+880.6% |