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 | $223,049 | $101,724+119.3% | $164,813+35.3% | $80,856+175.9% |
| Participation rate | 86.9% | 71.8%+15.1pp | 78.6%+8.3pp | 67.6%+19.2pp |
| Annual return | 14.04% | 16.72%-2.7pp | 69.93%-55.9pp | 35.59%-21.5pp |
| Employer contribution / active EE | $6,624 | $2,953+124.3% | $4,341+52.6% | $2,755+140.4% |
| Participant deferral / active EE | $4,895 | $4,477+9.3% | $6,031-18.8% | $4,296+13.9% |
| Admin fee / account holder | $10,149 | $8,227+23.4% | $12,690-20.0% | $6,918+46.7% |