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 | $211,458 | $94,625+123.5% | $116,228+81.9% | $84,808+149.3% |
| Participation rate | 96.7% | 70.4%+26.2pp | 74.6%+22.1pp | 68.3%+28.4pp |
| Annual return | 17.67% | 20.40%-2.7pp | 90.06%-72.4pp | 40.90%-23.2pp |
| Employer contribution / active EE | $11,567 | $2,347+392.9% | $2,994+286.3% | $2,631+339.6% |
| Participant deferral / active EE | $11,175 | $3,972+181.3% | $4,953+125.6% | $4,212+165.3% |
| Admin fee / account holder | $2,767 | $10,091-72.6% | $11,989-76.9% | $7,344-62.3% |