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 | $223,030 | $81,460+173.8% | $103,333+115.8% | $80,856+175.8% |
| Participation rate | 74.1% | 66.8%+7.2pp | 74.5%-0.4pp | 67.6%+6.4pp |
| Annual return | 18.69% | 25.55%-6.9pp | 24.88%-6.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $3,420 | $3,105+10.1% | $3,868-11.6% | $2,755+24.1% |
| Participant deferral / active EE | $9,253 | $3,869+139.2% | $5,057+83.0% | $4,296+115.4% |
| Admin fee / account holder | $13,508 | $6,566+105.7% | $8,355+61.7% | $6,918+95.3% |