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 | $206,661 | $89,753+130.3% | $107,525+92.2% | $84,808+143.7% |
| Participation rate | 89.4% | 68.1%+21.3pp | 75.1%+14.3pp | 68.3%+21.1pp |
| Annual return | 16.98% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $35,436 | $3,113+1038.2% | $3,754+844.1% | $2,631+1246.9% |
| Participant deferral / active EE | $5,368 | $4,056+32.3% | $5,116+4.9% | $4,212+27.5% |
| Admin fee / account holder | $5,442 | $7,222-24.6% | $8,919-39.0% | $7,344-25.9% |