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 | $203,863 | $60,349+237.8% | $74,183+174.8% | $62,891+224.2% |
| Participation rate | 91.5% | 72.7%+18.8pp | 76.6%+14.9pp | 69.3%+22.2pp |
| Annual return | 7.78% | 21.37%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $10,642 | $1,680+533.4% | $2,370+349.0% | $2,281+366.6% |
| Participant deferral / active EE | $5,858 | $2,856+105.1% | $3,550+65.0% | $3,203+82.9% |
| Admin fee / account holder | $39,421 | $4,261+825.1% | $5,586+605.8% | $4,296+817.7% |