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 | $220,755 | $89,753+146.0% | $107,525+105.3% | $84,808+160.3% |
| Participation rate | 98.3% | 68.1%+30.2pp | 75.1%+23.2pp | 68.3%+30.0pp |
| Annual return | 17.54% | 29.48%-11.9pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $13,510 | $3,113+333.9% | $3,754+259.9% | $2,631+413.5% |
| Participant deferral / active EE | $7,460 | $4,056+83.9% | $5,116+45.8% | $4,212+77.1% |
| Admin fee / account holder | $1,767 | $7,222-75.5% | $8,919-80.2% | $7,344-75.9% |