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 | $223,772 | $89,753+149.3% | $107,525+108.1% | $84,808+163.9% |
| Participation rate | 98.5% | 68.1%+30.4pp | 75.1%+23.4pp | 68.3%+30.2pp |
| Annual return | 19.29% | 29.48%-10.2pp | 181.32%-162.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $23,626 | $3,113+658.8% | $3,754+529.4% | $2,631+798.0% |
| Participant deferral / active EE | $3,662 | $4,056-9.7% | $5,116-28.4% | $4,212-13.1% |
| Admin fee / account holder | $1,296 | $7,222-82.1% | $8,919-85.5% | $7,344-82.4% |