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 | $209,092 | $109,413+91.1% | $156,263+33.8% | $84,808+146.5% |
| Participation rate | 92.2% | 72.7%+19.5pp | 78.9%+13.2pp | 68.3%+23.8pp |
| Annual return | 18.47% | 20.18%-1.7pp | 59.47%-41.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $11,157 | $2,907+283.8% | $4,333+157.5% | $2,631+324.1% |
| Participant deferral / active EE | $7,206 | $4,590+57.0% | $6,158+17.0% | $4,212+71.1% |
| Admin fee / account holder | $40,575 | $9,357+333.6% | $14,255+184.6% | $7,344+452.5% |