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 | $171,013 | $54,705+212.6% | $71,209+140.2% | $84,808+101.6% |
| Participation rate | 96.0% | 64.1%+31.9pp | 73.8%+22.2pp | 68.3%+27.7pp |
| Annual return | 22.84% | 35.90%-13.1pp | 282.51%-259.7pp | 40.90%-18.1pp |
| Employer contribution / active EE | $3,906 | $2,158+81.0% | $2,721+43.5% | $2,631+48.4% |
| Participant deferral / active EE | $10,484 | $3,030+246.0% | $4,175+151.1% | $4,212+148.9% |
| Admin fee / account holder | $22,011 | $4,863+352.6% | $5,349+311.5% | $7,344+199.7% |