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 | $195,591 | $73,933+164.6% | $96,683+102.3% | $75,163+160.2% |
| Participation rate | 96.6% | 66.4%+30.1pp | 74.3%+22.2pp | 67.2%+29.4pp |
| Annual return | 21.64% | 26.70%-5.1pp | 35.69%-14.1pp | 160.62%-139.0pp |
| Employer contribution / active EE | $11,016 | $2,928+276.3% | $3,737+194.8% | $2,670+312.6% |
| Participant deferral / active EE | $8,065 | $3,659+120.4% | $4,878+65.3% | $4,125+95.5% |
| Admin fee / account holder | $1,290 | $5,216-75.3% | $6,730-80.8% | $5,651-77.2% |