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 | $201,437 | $77,503+159.9% | $100,391+100.7% | $80,856+149.1% |
| Participation rate | 96.0% | 76.9%+19.1pp | 81.5%+14.5pp | 67.6%+28.4pp |
| Annual return | 13.12% | 37.20%-24.1pp | 49.20%-36.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $5,508 | $2,801+96.7% | $3,942+39.7% | $2,755+99.9% |
| Participant deferral / active EE | $13,623 | $6,820+99.8% | $8,082+68.6% | $4,296+217.1% |
| Admin fee / account holder | $17,212 | $5,897+191.9% | $7,899+117.9% | $6,918+148.8% |