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 | $195,311 | $74,927+160.7% | $101,794+91.9% | $84,808+130.3% |
| Participation rate | 90.9% | 61.4%+29.5pp | 69.2%+21.7pp | 68.3%+22.6pp |
| Annual return | 13.95% | 18.70%-4.7pp | 30.53%-16.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,932 | $1,522+224.1% | $2,289+115.5% | $2,631+87.5% |
| Participant deferral / active EE | $9,070 | $3,099+192.7% | $4,084+122.1% | $4,212+115.4% |
| Admin fee / account holder | $23,339 | $6,514+258.3% | $8,777+165.9% | $7,344+217.8% |