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 | $223,334 | $91,552+143.9% | $133,956+66.7% | $79,858+179.7% |
| Participation rate | 75.8% | 73.3%+2.4pp | 79.8%-4.1pp | 69.6%+6.1pp |
| Annual return | 16.24% | 61.85%-45.6pp | 45.09%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,275 | $2,384+37.4% | $3,919-16.4% | $2,471+32.6% |
| Participant deferral / active EE | $8,832 | $3,733+136.6% | $5,048+75.0% | $3,740+136.2% |
| Admin fee / account holder | $1,164 | $6,321-81.6% | $8,927-87.0% | $5,306-78.1% |