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 | $204,566 | $76,367+167.9% | $93,606+118.5% | $72,985+180.3% |
| Participation rate | 96.7% | 71.7%+24.9pp | 75.8%+20.8pp | 69.5%+27.2pp |
| Annual return | 21.93% | 25.82%-3.9pp | 32.76%-10.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,000 | $2,275+31.9% | $2,718+10.4% | $2,440+23.0% |
| Participant deferral / active EE | $5,772 | $3,538+63.1% | $4,069+41.9% | $3,607+60.0% |
| Admin fee / account holder | $3,040 | $6,838-55.5% | $7,888-61.5% | $5,124-40.7% |