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 | $196,960 | $54,705+260.0% | $71,209+176.6% | $84,808+132.2% |
| Participation rate | 94.4% | 64.1%+30.4pp | 73.8%+20.7pp | 68.3%+26.1pp |
| Annual return | 18.64% | 35.90%-17.3pp | 282.51%-263.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $13,759 | $2,158+537.6% | $2,721+405.7% | $2,631+422.9% |
| Participant deferral / active EE | $12,223 | $3,030+303.4% | $4,175+192.8% | $4,212+190.2% |
| Admin fee / account holder | $10,244 | $4,863+110.6% | $5,349+91.5% | $7,344+39.5% |