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 | $204,655 | $49,227+315.7% | $70,449+190.5% | $79,858+156.3% |
| Participation rate | 92.0% | 69.2%+22.8pp | 75.1%+16.9pp | 69.6%+22.4pp |
| Annual return | 16.18% | 30.06%-13.9pp | 109.03%-92.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $6,655 | $2,099+217.1% | $2,737+143.2% | $2,471+169.4% |
| Participant deferral / active EE | $4,925 | $2,768+78.0% | $3,709+32.8% | $3,740+31.7% |
| Admin fee / account holder | $3,066 | $2,878+6.5% | $3,845-20.3% | $5,306-42.2% |