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 7-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 | $216,951 | $109,881+97.4% | $150,045+44.6% | $84,808+155.8% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 18.48% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $8,870 | $3,561+149.1% | $4,693+89.0% | $2,631+237.1% |
| Participant deferral / active EE | $14,765 | $6,636+122.5% | $7,997+84.6% | $4,212+250.6% |
| Admin fee / account holder | $7,107 | $8,568-17.1% | $13,435-47.1% | $7,344-3.2% |