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 | $201,730 | $81,460+147.6% | $103,333+95.2% | $80,856+149.5% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.6%+18.1pp |
| Annual return | 13.29% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $6,857 | $3,105+120.8% | $3,868+77.3% | $2,755+148.9% |
| Participant deferral / active EE | $10,518 | $3,869+171.9% | $5,057+108.0% | $4,296+144.8% |
| Admin fee / account holder | $44,374 | $6,566+575.8% | $8,355+431.1% | $6,918+541.4% |