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 | $211,984 | $81,248+160.9% | $155,509+36.3% | $80,856+162.2% |
| Participation rate | 97.7% | 66.2%+31.5pp | 78.2%+19.5pp | 67.6%+30.1pp |
| Annual return | 12.04% | 33.31%-21.3pp | 64.67%-52.6pp | 35.59%-23.6pp |
| Employer contribution / active EE | $13,274 | $3,100+328.1% | $4,672+184.1% | $2,755+381.8% |
| Participant deferral / active EE | $3,841 | $3,452+11.3% | $5,626-31.7% | $4,296-10.6% |
| Admin fee / account holder | $21,948 | $7,997+174.4% | $15,912+37.9% | $6,918+217.3% |