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 | $204,856 | $77,899+163.0% | $149,673+36.9% | $75,163+172.5% |
| Participation rate | 97.7% | 65.6%+32.1pp | 78.8%+19.0pp | 67.2%+30.5pp |
| Annual return | 18.90% | 31.72%-12.8pp | 134.42%-115.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $9,844 | $3,137+213.8% | $4,818+104.3% | $2,670+268.7% |
| Participant deferral / active EE | $6,725 | $3,411+97.2% | $5,680+18.4% | $4,125+63.0% |
| Admin fee / account holder | $1,607 | $5,956-73.0% | $13,210-87.8% | $5,651-71.6% |