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 | $236,572 | $54,705+332.4% | $71,209+232.2% | $84,808+179.0% |
| Participation rate | 98.3% | 64.1%+34.2pp | 73.8%+24.6pp | 68.3%+30.0pp |
| Annual return | 17.08% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $11,673 | $2,158+440.9% | $2,721+329.0% | $2,631+343.7% |
| Participant deferral / active EE | $10,541 | $3,030+247.8% | $4,175+152.5% | $4,212+150.3% |
| Admin fee / account holder | $13,542 | $4,863+178.4% | $5,349+153.2% | $7,344+84.4% |