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 | $201,401 | $72,277+178.7% | $101,248+98.9% | $79,858+152.2% |
| Participation rate | 87.1% | 68.5%+18.6pp | 75.8%+11.3pp | 69.6%+17.5pp |
| Annual return | 12.12% | 22.30%-10.2pp | 46.47%-34.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $9,658 | $2,692+258.8% | $3,660+163.9% | $2,471+290.9% |
| Participant deferral / active EE | $4,400 | $3,282+34.1% | $4,370+0.7% | $3,740+17.7% |
| Admin fee / account holder | $3,844 | $4,400-12.6% | $5,945-35.3% | $5,306-27.6% |