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 | $214,274 | $39,122+447.7% | $57,179+274.7% | $62,891+240.7% |
| Participation rate | 80.5% | 70.5%+10.0pp | 75.3%+5.2pp | 69.3%+11.2pp |
| Annual return | 6.67% | 9.23%-2.6pp | 14.59%-7.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $8,744 | $1,874+366.6% | $2,682+226.0% | $2,281+283.4% |
| Participant deferral / active EE | $6,217 | $2,374+161.9% | $3,096+100.8% | $3,203+94.1% |
| Admin fee / account holder | $15,438 | $2,592+495.6% | $3,139+391.8% | $4,296+259.4% |