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 | $212,018 | $94,338+124.7% | $100,534+110.9% | $142,382+48.9% |
| Participation rate | 95.2% | 81.7%+13.5pp | 80.6%+14.6pp | 80.1%+15.1pp |
| Annual return | 15.42% | 29.20%-13.8pp | 32.66%-17.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $7,184 | $4,237+69.6% | $4,346+65.3% | $4,299+67.1% |
| Participant deferral / active EE | $4,845 | $5,934-18.3% | $6,144-21.1% | $6,507-25.5% |
| Admin fee / account holder | $17,651 | $8,421+109.6% | $7,654+130.6% | $12,624+39.8% |