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 | $219,678 | $89,753+144.8% | $107,525+104.3% | $84,808+159.0% |
| Participation rate | 94.7% | 68.1%+26.7pp | 75.1%+19.7pp | 68.3%+26.4pp |
| Annual return | 17.04% | 29.48%-12.4pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $6,623 | $3,113+112.7% | $3,754+76.4% | $2,631+151.7% |
| Participant deferral / active EE | $9,490 | $4,056+134.0% | $5,116+85.5% | $4,212+125.3% |
| Admin fee / account holder | $14,942 | $7,222+106.9% | $8,919+67.5% | $7,344+103.5% |