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 | $225,959 | $77,503+191.6% | $100,391+125.1% | $80,856+179.5% |
| Participation rate | 95.6% | 76.9%+18.6pp | 81.5%+14.1pp | 67.6%+28.0pp |
| Annual return | 16.82% | 37.20%-20.4pp | 49.20%-32.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $5,654 | $2,801+101.9% | $3,942+43.4% | $2,755+105.2% |
| Participant deferral / active EE | $10,296 | $6,820+51.0% | $8,082+27.4% | $4,296+139.7% |
| Admin fee / account holder | $18,795 | $5,897+218.7% | $7,899+137.9% | $6,918+171.7% |