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 | $215,148 | $98,750+117.9% | $149,696+43.7% | $79,858+169.4% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.0pp |
| Annual return | 17.06% | 27.43%-10.4pp | 276.60%-259.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $7,945 | $3,216+147.0% | $4,644+71.1% | $2,471+221.5% |
| Participant deferral / active EE | $9,509 | $5,680+67.4% | $6,842+39.0% | $3,740+154.2% |
| Admin fee / account holder | $6,620 | $6,053+9.4% | $9,309-28.9% | $5,306+24.8% |