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 | $205,156 | $98,750+107.8% | $149,696+37.0% | $79,858+156.9% |
| Participation rate | 81.0% | 75.8%+5.2pp | 82.5%-1.5pp | 69.6%+11.3pp |
| Annual return | 13.61% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $7,675 | $3,216+138.6% | $4,644+65.3% | $2,471+210.6% |
| Participant deferral / active EE | $12,959 | $5,680+128.1% | $6,842+89.4% | $3,740+246.5% |
| Admin fee / account holder | $20,674 | $6,053+241.6% | $9,309+122.1% | $5,306+289.6% |