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 | $201,245 | $91,552+119.8% | $133,956+50.2% | $79,858+152.0% |
| Participation rate | 98.0% | 73.3%+24.7pp | 79.8%+18.2pp | 69.6%+28.4pp |
| Annual return | 15.12% | 61.85%-46.7pp | 45.09%-30.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,876 | $2,384+20.7% | $3,919-26.6% | $2,471+16.4% |
| Participant deferral / active EE | $8,102 | $3,733+117.0% | $5,048+60.5% | $3,740+116.6% |
| Admin fee / account holder | $11,327 | $6,321+79.2% | $8,927+26.9% | $5,306+113.5% |