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 | $210,406 | $93,571+124.9% | $135,903+54.8% | $75,163+179.9% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 17.55% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $6,802 | $3,537+92.3% | $4,856+40.1% | $2,670+154.8% |
| Participant deferral / active EE | $11,916 | $6,404+86.1% | $7,758+53.6% | $4,125+188.9% |
| Admin fee / account holder | $21,007 | $6,975+201.2% | $10,762+95.2% | $5,651+271.7% |