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 | $195,862 | $81,460+140.4% | $103,333+89.5% | $80,856+142.2% |
| Participation rate | 98.6% | 66.8%+31.7pp | 74.5%+24.1pp | 67.6%+30.9pp |
| Annual return | 17.20% | 25.55%-8.4pp | 24.88%-7.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $5,345 | $3,105+72.1% | $3,868+38.2% | $2,755+94.0% |
| Participant deferral / active EE | $5,141 | $3,869+32.9% | $5,057+1.7% | $4,296+19.7% |
| Admin fee / account holder | $9,669 | $6,566+47.3% | $8,355+15.7% | $6,918+39.8% |