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 | $234,428 | $101,724+130.5% | $164,813+42.2% | $80,856+189.9% |
| Participation rate | 90.8% | 71.8%+19.0pp | 78.6%+12.2pp | 67.6%+23.2pp |
| Annual return | 13.29% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $7,482 | $2,953+153.3% | $4,341+72.4% | $2,755+171.6% |
| Participant deferral / active EE | $10,248 | $4,477+128.9% | $6,031+69.9% | $4,296+138.6% |
| Admin fee / account holder | $14,930 | $8,227+81.5% | $12,690+17.6% | $6,918+115.8% |