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 | $201,107 | $70,475+185.4% | $100,516+100.1% | $79,858+151.8% |
| Participation rate | 95.3% | 73.7%+21.7pp | 79.4%+15.9pp | 69.6%+25.7pp |
| Annual return | 32.00% | 21.90%+10.1pp | 30.89%+1.1pp | 31.71%+0.3pp |
| Employer contribution / active EE | $7,154 | $2,165+230.5% | $3,418+109.3% | $2,471+189.5% |
| Participant deferral / active EE | $5,736 | $5,181+10.7% | $6,270-8.5% | $3,740+53.4% |
| Admin fee / account holder | $4,157 | $4,478-7.2% | $8,081-48.6% | $5,306-21.7% |