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 | $205,330 | $87,013+136.0% | $106,213+93.3% | $80,856+153.9% |
| Participation rate | 88.6% | 70.4%+18.1pp | 75.3%+13.3pp | 67.6%+20.9pp |
| Annual return | 20.41% | 17.05%+3.4pp | 116.14%-95.7pp | 35.59%-15.2pp |
| Employer contribution / active EE | $5,594 | $2,395+133.6% | $3,171+76.4% | $2,755+103.1% |
| Participant deferral / active EE | $15,382 | $3,986+285.9% | $5,016+206.7% | $4,296+258.1% |
| Admin fee / account holder | $8,305 | $8,431-1.5% | $11,033-24.7% | $6,918+20.1% |