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 | $203,354 | $71,050+186.2% | $93,606+117.2% | $80,856+151.5% |
| Participation rate | 78.1% | 60.4%+17.7pp | 68.7%+9.4pp | 67.6%+10.5pp |
| Annual return | 13.25% | 11.26%+2.0pp | 133.20%-119.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,870 | $1,564+83.5% | $2,420+18.6% | $2,755+4.2% |
| Participant deferral / active EE | $9,230 | $4,034+128.8% | $4,411+109.2% | $4,296+114.9% |
| Admin fee / account holder | $14,535 | $6,945+109.3% | $8,285+75.4% | $6,918+110.1% |