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 | $216,500 | $109,359+98.0% | $162,163+33.5% | $72,985+196.6% |
| Participation rate | 93.1% | 84.3%+8.8pp | 87.6%+5.5pp | 69.5%+23.6pp |
| Annual return | 23.86% | 25.46%-1.6pp | 115.59%-91.7pp | 81.00%-57.1pp |
| Employer contribution / active EE | $18,690 | $3,907+378.3% | $5,614+232.9% | $2,440+666.0% |
| Participant deferral / active EE | $15,994 | $5,481+191.8% | $7,298+119.2% | $3,607+343.4% |
| Admin fee / account holder | $3,667 | $7,972-54.0% | $10,843-66.2% | $5,124-28.4% |