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 | $225,170 | $138,347+62.8% | $184,203+22.2% | $80,856+178.5% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.2pp | 67.6%+29.3pp |
| Annual return | 13.68% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $14,036 | $4,850+189.4% | $6,427+118.4% | $2,755+409.5% |
| Participant deferral / active EE | $6,075 | $7,071-14.1% | $9,131-33.5% | $4,296+41.4% |
| Admin fee / account holder | $20,039 | $10,483+91.1% | $13,901+44.2% | $6,918+189.7% |