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 | $214,482 | $74,888+186.4% | $71,209+201.2% | $142,382+50.6% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.1%+1.1pp |
| Annual return | 20.56% | 345.14%-324.6pp | 282.51%-262.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $6,970 | $2,854+144.2% | $2,721+156.2% | $4,299+62.1% |
| Participant deferral / active EE | $5,856 | $4,454+31.5% | $4,175+40.3% | $6,507-10.0% |
| Admin fee / account holder | $13,551 | $5,568+143.4% | $5,349+153.4% | $12,624+7.3% |