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 | $236,280 | $72,277+226.9% | $101,248+133.4% | $79,858+195.9% |
| Participation rate | 96.2% | 68.5%+27.8pp | 75.8%+20.4pp | 69.6%+26.6pp |
| Annual return | 15.04% | 22.30%-7.3pp | 46.47%-31.4pp | 31.71%-16.7pp |
| Employer contribution / active EE | $9,170 | $2,692+240.7% | $3,660+150.6% | $2,471+271.1% |
| Participant deferral / active EE | $6,499 | $3,282+98.0% | $4,370+48.7% | $3,740+73.8% |
| Admin fee / account holder | $13,727 | $4,400+211.9% | $5,945+130.9% | $5,306+158.7% |