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 | $235,209 | $109,881+114.1% | $150,045+56.8% | $84,808+177.3% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 16.51% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $10,902 | $3,561+206.1% | $4,693+132.3% | $2,631+314.4% |
| Participant deferral / active EE | $14,005 | $6,636+111.0% | $7,997+75.1% | $4,212+232.5% |
| Admin fee / account holder | $3,582 | $8,568-58.2% | $13,435-73.3% | $7,344-51.2% |