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 | $231,618 | $109,413+111.7% | $156,263+48.2% | $84,808+173.1% |
| Participation rate | 95.5% | 72.7%+22.8pp | 78.9%+16.5pp | 68.3%+27.1pp |
| Annual return | 18.15% | 20.18%-2.0pp | 59.47%-41.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $10,000 | $2,907+244.0% | $4,333+130.8% | $2,631+280.1% |
| Participant deferral / active EE | $10,039 | $4,590+118.7% | $6,158+63.0% | $4,212+138.4% |
| Admin fee / account holder | $3,338 | $9,357-64.3% | $14,255-76.6% | $7,344-54.5% |