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 | $211,121 | $77,503+172.4% | $100,391+110.3% | $80,856+161.1% |
| Participation rate | 88.2% | 76.9%+11.3pp | 81.5%+6.8pp | 67.6%+20.6pp |
| Annual return | 24.04% | 37.20%-13.2pp | 49.20%-25.2pp | 35.59%-11.6pp |
| Employer contribution / active EE | $4,957 | $2,801+77.0% | $3,942+25.7% | $2,755+79.9% |
| Participant deferral / active EE | $9,078 | $6,820+33.1% | $8,082+12.3% | $4,296+111.3% |
| Admin fee / account holder | $21,266 | $5,897+260.6% | $7,899+169.2% | $6,918+207.4% |