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 | $210,660 | $136,307+54.5% | $177,821+18.5% | $73,488+186.7% |
| Participation rate | 90.3% | 86.1%+4.2pp | 87.7%+2.6pp | 70.7%+19.6pp |
| Annual return | 12.61% | 18.68%-6.1pp | 48.32%-35.7pp | 28.51%-15.9pp |
| Employer contribution / active EE | $2,621 | $3,712-29.4% | $5,918-55.7% | $2,270+15.5% |
| Participant deferral / active EE | $9,694 | $5,829+66.3% | $7,714+25.7% | $3,740+159.2% |
| Admin fee / account holder | $9,384 | $596+1475.6% | $12,427-24.5% | $513+1729.0% |