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 | $208,662 | $73,933+182.2% | $96,683+115.8% | $75,163+177.6% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 15.67% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $4,849 | $2,928+65.6% | $3,737+29.8% | $2,670+81.6% |
| Participant deferral / active EE | $6,922 | $3,659+89.2% | $4,878+41.9% | $4,125+67.8% |
| Admin fee / account holder | $13,111 | $5,216+151.4% | $6,730+94.8% | $5,651+132.0% |