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 | $201,277 | $73,933+172.2% | $96,683+108.2% | $75,163+167.8% |
| Participation rate | 88.5% | 66.4%+22.0pp | 74.3%+14.1pp | 67.2%+21.3pp |
| Annual return | 14.96% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.7pp |
| Employer contribution / active EE | $5,293 | $2,928+80.8% | $3,737+41.6% | $2,670+98.3% |
| Participant deferral / active EE | $10,611 | $3,659+190.0% | $4,878+117.5% | $4,125+157.2% |
| Admin fee / account holder | $8,305 | $5,216+59.2% | $6,730+23.4% | $5,651+47.0% |