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 | $229,339 | $81,248+182.3% | $155,509+47.5% | $80,856+183.6% |
| Participation rate | 98.1% | 66.2%+31.8pp | 78.2%+19.9pp | 67.6%+30.4pp |
| Annual return | 13.20% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $7,945 | $3,100+156.3% | $4,672+70.0% | $2,755+188.4% |
| Participant deferral / active EE | $5,831 | $3,452+68.9% | $5,626+3.6% | $4,296+35.7% |
| Admin fee / account holder | $37,002 | $7,997+362.7% | $15,912+132.5% | $6,918+434.9% |