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 4-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 | $205,524 | $93,571+119.6% | $135,903+51.2% | $75,163+173.4% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 16.34% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $19,484 | $3,537+450.9% | $4,856+301.2% | $2,670+629.8% |
| Participant deferral / active EE | $9,690 | $6,404+51.3% | $7,758+24.9% | $4,125+134.9% |
| Admin fee / account holder | $43,629 | $6,975+525.5% | $10,762+305.4% | $5,651+672.1% |