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 | $211,981 | $81,460+160.2% | $103,333+105.1% | $80,856+162.2% |
| Participation rate | 91.9% | 66.8%+25.0pp | 74.5%+17.4pp | 67.6%+24.3pp |
| Annual return | 13.29% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $10,053 | $3,105+223.7% | $3,868+159.9% | $2,755+264.9% |
| Participant deferral / active EE | $6,759 | $3,869+74.7% | $5,057+33.6% | $4,296+57.3% |
| Admin fee / account holder | $47,603 | $6,566+625.0% | $8,355+469.8% | $6,918+588.1% |