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 | $220,099 | $94,625+132.6% | $116,228+89.4% | $84,808+159.5% |
| Participation rate | 95.2% | 70.4%+24.8pp | 74.6%+20.7pp | 68.3%+26.9pp |
| Annual return | 15.02% | 20.40%-5.4pp | 90.06%-75.0pp | 40.90%-25.9pp |
| Employer contribution / active EE | $8,333 | $2,347+255.1% | $2,994+178.3% | $2,631+216.7% |
| Participant deferral / active EE | $7,338 | $3,972+84.8% | $4,953+48.2% | $4,212+74.2% |
| Admin fee / account holder | $26,895 | $10,091+166.5% | $11,989+124.3% | $7,344+266.2% |