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 | $216,408 | $77,899+177.8% | $149,673+44.6% | $75,163+187.9% |
| Participation rate | 90.9% | 65.6%+25.3pp | 78.8%+12.1pp | 67.2%+23.7pp |
| Annual return | 19.03% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $10,593 | $3,137+237.7% | $4,818+119.9% | $2,670+296.8% |
| Participant deferral / active EE | $6,627 | $3,411+94.3% | $5,680+16.7% | $4,125+60.6% |
| Admin fee / account holder | $89,538 | $5,956+1403.2% | $13,210+577.8% | $5,651+1484.5% |