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 | $210,173 | $91,190+130.5% | $178,490+17.8% | $79,858+163.2% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 14.49% | 24.19%-9.7pp | 151.07%-136.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $4,920 | $3,256+51.1% | $5,011-1.8% | $2,471+99.1% |
| Participant deferral / active EE | $3,784 | $3,236+16.9% | $5,202-27.3% | $3,740+1.2% |
| Admin fee / account holder | $25,354 | $6,751+275.6% | $13,984+81.3% | $5,306+377.8% |