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 | $225,994 | $95,803+135.9% | $113,168+99.7% | $84,808+166.5% |
| Participation rate | 97.4% | 72.9%+24.5pp | 76.6%+20.8pp | 68.3%+29.1pp |
| Annual return | 14.26% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,778 | $2,360+60.1% | $2,975+27.0% | $2,631+43.6% |
| Participant deferral / active EE | $10,210 | $4,242+140.7% | $5,107+99.9% | $4,212+142.4% |
| Admin fee / account holder | $2,977 | $8,989-66.9% | $12,068-75.3% | $7,344-59.5% |