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 | $249,869 | $109,881+127.4% | $150,045+66.5% | $84,808+194.6% |
| Participation rate | 93.0% | 76.1%+16.9pp | 82.3%+10.7pp | 68.3%+24.7pp |
| Annual return | 16.66% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $12,755 | $3,561+258.2% | $4,693+171.8% | $2,631+384.8% |
| Participant deferral / active EE | $16,180 | $6,636+143.8% | $7,997+102.3% | $4,212+284.2% |
| Admin fee / account holder | $21,342 | $8,568+149.1% | $13,435+58.9% | $7,344+190.6% |