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 | $230,988 | $89,753+157.4% | $107,525+114.8% | $84,808+172.4% |
| Participation rate | 95.8% | 68.1%+27.8pp | 75.1%+20.8pp | 68.3%+27.5pp |
| Annual return | 15.83% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $5,314 | $3,113+70.7% | $3,754+41.6% | $2,631+102.0% |
| Participant deferral / active EE | $12,381 | $4,056+205.2% | $5,116+142.0% | $4,212+194.0% |
| Admin fee / account holder | $12,541 | $7,222+73.6% | $8,919+40.6% | $7,344+70.8% |