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 | $194,989 | $89,355+118.2% | $141,162+38.1% | $72,985+167.2% |
| Participation rate | 96.7% | 75.1%+21.5pp | 82.5%+14.2pp | 69.5%+27.2pp |
| Annual return | 19.24% | 111.85%-92.6pp | 71.39%-52.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $4,071 | $3,114+30.7% | $4,735-14.0% | $2,440+66.8% |
| Participant deferral / active EE | $7,117 | $5,418+31.4% | $6,709+6.1% | $3,607+97.3% |
| Admin fee / account holder | $26,985 | $5,958+352.9% | $10,261+163.0% | $5,124+426.6% |