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 | $200,038 | $93,571+113.8% | $135,903+47.2% | $75,163+166.1% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 20.05% | 30.90%-10.8pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $5,272 | $3,537+49.1% | $4,856+8.6% | $2,670+97.5% |
| Participant deferral / active EE | $13,427 | $6,404+109.7% | $7,758+73.1% | $4,125+225.5% |
| Admin fee / account holder | $7,704 | $6,975+10.4% | $10,762-28.4% | $5,651+36.3% |