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 | $234,730 | $86,929+170.0% | $102,423+129.2% | $80,856+190.3% |
| Participation rate | 79.6% | 72.4%+7.2pp | 76.5%+3.1pp | 67.6%+12.0pp |
| Annual return | 13.81% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,140 | $2,369+74.7% | $3,023+36.9% | $2,755+50.3% |
| Participant deferral / active EE | $7,700 | $4,118+87.0% | $5,053+52.4% | $4,296+79.2% |
| Admin fee / account holder | $85,684 | $8,049+964.5% | $9,451+806.6% | $6,918+1138.6% |