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 | $229,995 | $86,929+164.6% | $102,423+124.6% | $80,856+184.4% |
| Participation rate | 86.8% | 72.4%+14.4pp | 76.5%+10.3pp | 67.6%+19.2pp |
| Annual return | 13.12% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,694 | $4,118+38.2% | $5,053+12.7% | $4,296+32.5% |
| Admin fee / account holder | $2,988 | $8,049-62.9% | $9,451-68.4% | $6,918-56.8% |