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 | $222,745 | $89,698+148.3% | $103,476+115.3% | $80,856+175.5% |
| Participation rate | 92.3% | 76.0%+16.3pp | 80.5%+11.8pp | 67.6%+24.7pp |
| Annual return | 15.02% | 22.78%-7.8pp | 23.90%-8.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $5,160 | $4,018+28.4% | $4,672+10.5% | $2,755+87.3% |
| Participant deferral / active EE | $7,772 | $5,456+42.5% | $6,623+17.4% | $4,296+80.9% |
| Admin fee / account holder | $41,691 | $6,768+516.0% | $9,413+342.9% | $6,918+502.6% |