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 | $204,296 | $102,605+99.1% | $145,661+40.3% | $84,808+140.9% |
| Participation rate | 95.1% | 74.3%+20.8pp | 77.2%+17.9pp | 68.3%+26.8pp |
| Annual return | 21.66% | 26.50%-4.8pp | 101.46%-79.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $18,071 | $3,325+443.5% | $4,238+326.4% | $2,631+586.9% |
| Participant deferral / active EE | $19,423 | $5,750+237.8% | $7,198+169.8% | $4,212+361.2% |
| Admin fee / account holder | $10,942 | $8,758+24.9% | $12,466-12.2% | $7,344+49.0% |