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 | $244,311 | $80,717+202.7% | $154,803+57.8% | $84,808+188.1% |
| Participation rate | 94.4% | 66.8%+27.6pp | 78.1%+16.4pp | 68.3%+26.1pp |
| Annual return | 17.59% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $10,956 | $2,761+296.8% | $4,305+154.5% | $2,631+316.4% |
| Participant deferral / active EE | $7,480 | $3,303+126.5% | $5,540+35.0% | $4,212+77.6% |
| Admin fee / account holder | $2,678 | $6,746-60.3% | $14,329-81.3% | $7,344-63.5% |