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 | $205,333 | $77,899+163.6% | $149,673+37.2% | $75,163+173.2% |
| Participation rate | 91.8% | 65.6%+26.3pp | 78.8%+13.1pp | 67.2%+24.6pp |
| Annual return | 13.86% | 31.72%-17.9pp | 134.42%-120.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $6,643 | $3,137+111.7% | $4,818+37.9% | $2,670+148.8% |
| Participant deferral / active EE | $3,878 | $3,411+13.7% | $5,680-31.7% | $4,125-6.0% |
| Admin fee / account holder | $5,915 | $5,956-0.7% | $13,210-55.2% | $5,651+4.7% |