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 | $210,504 | $91,552+129.9% | $133,956+57.1% | $79,858+163.6% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+26.9pp |
| Annual return | 16.06% | 61.85%-45.8pp | 45.09%-29.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $6,287 | $2,384+163.8% | $3,919+60.4% | $2,471+154.4% |
| Participant deferral / active EE | $3,915 | $3,733+4.9% | $5,048-22.4% | $3,740+4.7% |
| Admin fee / account holder | $1,068 | $6,321-83.1% | $8,927-88.0% | $5,306-79.9% |