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 | $217,788 | $73,933+194.6% | $96,683+125.3% | $75,163+189.8% |
| Participation rate | 97.6% | 66.4%+31.2pp | 74.3%+23.3pp | 67.2%+30.4pp |
| Annual return | 16.26% | 26.70%-10.4pp | 35.69%-19.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $6,371 | $2,928+117.6% | $3,737+70.5% | $2,670+138.6% |
| Participant deferral / active EE | $10,288 | $3,659+181.2% | $4,878+110.9% | $4,125+149.4% |
| Admin fee / account holder | $8,597 | $5,216+64.8% | $6,730+27.7% | $5,651+52.1% |