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 | $220,908 | $80,717+173.7% | $154,803+42.7% | $84,808+160.5% |
| Participation rate | 97.7% | 66.8%+30.9pp | 78.1%+19.6pp | 68.3%+29.4pp |
| Annual return | 16.24% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $8,438 | $2,761+205.6% | $4,305+96.0% | $2,631+220.7% |
| Participant deferral / active EE | $8,319 | $3,303+151.8% | $5,540+50.1% | $4,212+97.5% |
| Admin fee / account holder | $5,560 | $6,746-17.6% | $14,329-61.2% | $7,344-24.3% |