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 | $200,405 | $60,022+233.9% | $88,946+125.3% | $84,808+136.3% |
| Participation rate | 96.8% | 57.8%+38.9pp | 68.8%+27.9pp | 68.3%+28.5pp |
| Annual return | 15.51% | 22.43%-6.9pp | 57.82%-42.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $7,579 | $1,703+345.1% | $2,555+196.6% | $2,631+188.1% |
| Participant deferral / active EE | $9,399 | $3,114+201.9% | $4,581+105.2% | $4,212+123.2% |
| Admin fee / account holder | $8,978 | $4,811+86.6% | $8,261+8.7% | $7,344+22.2% |