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 | $224,571 | $83,477+169.0% | $125,175+79.4% | $72,985+207.7% |
| Participation rate | 95.0% | 73.3%+21.7pp | 79.8%+15.2pp | 69.5%+25.5pp |
| Annual return | 21.18% | 25.78%-4.6pp | 43.79%-22.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,362 | $2,345-41.9% | $3,865-64.8% | $2,440-44.2% |
| Participant deferral / active EE | $7,508 | $3,585+109.4% | $4,937+52.1% | $3,607+108.1% |
| Admin fee / account holder | $6,655 | $5,517+20.6% | $9,702-31.4% | $5,124+29.9% |