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 | $201,671 | $73,933+172.8% | $96,683+108.6% | $75,163+168.3% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 13.37% | 26.70%-13.3pp | 35.69%-22.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $5,393 | $2,928+84.2% | $3,737+44.3% | $2,670+102.0% |
| Participant deferral / active EE | $12,510 | $3,659+241.9% | $4,878+156.4% | $4,125+203.3% |
| Admin fee / account holder | $7,602 | $5,216+45.7% | $6,730+13.0% | $5,651+34.5% |