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 | $223,523 | $73,933+202.3% | $96,683+131.2% | $75,163+197.4% |
| Participation rate | 98.0% | 66.4%+31.6pp | 74.3%+23.7pp | 67.2%+30.8pp |
| Annual return | 19.28% | 26.70%-7.4pp | 35.69%-16.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $8,982 | $2,928+206.8% | $3,737+140.4% | $2,670+236.4% |
| Participant deferral / active EE | $10,310 | $3,659+181.8% | $4,878+111.3% | $4,125+149.9% |
| Admin fee / account holder | $8,825 | $5,216+69.2% | $6,730+31.1% | $5,651+56.2% |