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 | $214,977 | $89,753+139.5% | $107,525+99.9% | $84,808+153.5% |
| Participation rate | 89.7% | 68.1%+21.7pp | 75.1%+14.7pp | 68.3%+21.4pp |
| Annual return | 16.67% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,428 | $3,113-22.0% | $3,754-35.3% | $2,631-7.7% |
| Participant deferral / active EE | $10,133 | $4,056+149.8% | $5,116+98.1% | $4,212+140.6% |
| Admin fee / account holder | $8,694 | $7,222+20.4% | $8,919-2.5% | $7,344+18.4% |