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 | $225,453 | $98,750+128.3% | $149,696+50.6% | $79,858+182.3% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 19.35% | 27.43%-8.1pp | 276.60%-257.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $3,987 | $3,216+24.0% | $4,644-14.2% | $2,471+61.4% |
| Participant deferral / active EE | $9,624 | $5,680+69.4% | $6,842+40.7% | $3,740+157.3% |
| Admin fee / account holder | $8,856 | $6,053+46.3% | $9,309-4.9% | $5,306+66.9% |