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 | $215,384 | $109,881+96.0% | $150,045+43.5% | $84,808+154.0% |
| Participation rate | 91.8% | 76.1%+15.7pp | 82.3%+9.5pp | 68.3%+23.5pp |
| Annual return | 18.47% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $10,181 | $3,561+185.9% | $4,693+116.9% | $2,631+287.0% |
| Participant deferral / active EE | $8,515 | $6,636+28.3% | $7,997+6.5% | $4,212+102.2% |
| Admin fee / account holder | $694 | $8,568-91.9% | $13,435-94.8% | $7,344-90.5% |