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 | $224,236 | $91,190+145.9% | $178,490+25.6% | $79,858+180.8% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.2pp |
| Annual return | 18.70% | 24.19%-5.5pp | 151.07%-132.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $7,618 | $3,256+134.0% | $5,011+52.0% | $2,471+208.3% |
| Participant deferral / active EE | $3,998 | $3,236+23.5% | $5,202-23.1% | $3,740+6.9% |
| Admin fee / account holder | $11,867 | $6,751+75.8% | $13,984-15.1% | $5,306+123.6% |