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 | $201,170 | $77,314+160.2% | $177,989+13.0% | $80,856+148.8% |
| Participation rate | 93.5% | 65.7%+27.8pp | 77.1%+16.5pp | 67.6%+25.9pp |
| Annual return | 14.71% | 18.09%-3.4pp | 294.48%-279.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,534 | $2,292+10.6% | $3,949-35.8% | $2,755-8.0% |
| Participant deferral / active EE | $7,915 | $4,411+79.5% | $6,276+26.1% | $4,296+84.3% |
| Admin fee / account holder | $23,288 | $7,191+223.9% | $10,363+124.7% | $6,918+236.6% |