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 | $210,851 | $59,263+255.8% | $96,562+118.4% | $79,386+165.6% |
| Participation rate | 91.3% | 61.9%+29.4pp | 69.8%+21.5pp | 70.7%+20.6pp |
| Annual return | 14.38% | 27.07%-12.7pp | 37.78%-23.4pp | 116.85%-102.5pp |
| Employer contribution / active EE | $5,386 | $1,216+343.1% | $2,356+128.6% | $2,427+121.9% |
| Participant deferral / active EE | $6,294 | $2,948+113.5% | $3,849+63.5% | $4,046+55.6% |
| Admin fee / account holder | $27,003 | $658+4001.0% | $6,181+336.9% | $626+4210.6% |