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 | $194,489 | $78,422+148.0% | $95,952+102.7% | $79,858+143.5% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 13.79% | 19.37%-5.6pp | 91.61%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $4,145 | $1,945+113.1% | $2,541+63.1% | $2,471+67.7% |
| Participant deferral / active EE | $16,818 | $3,440+388.9% | $4,167+303.6% | $3,740+349.7% |
| Admin fee / account holder | $10,916 | $5,622+94.2% | $6,795+60.6% | $5,306+105.7% |