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 | $218,197 | $79,944+172.9% | $98,439+121.7% | $75,163+190.3% |
| Participation rate | 77.9% | 70.4%+7.6pp | 75.2%+2.8pp | 67.2%+10.7pp |
| Annual return | 16.65% | 19.75%-3.1pp | 21.16%-4.5pp | 160.62%-144.0pp |
| Employer contribution / active EE | $4,251 | $2,264+87.8% | $3,048+39.5% | $2,670+59.2% |
| Participant deferral / active EE | $9,585 | $3,752+155.5% | $4,738+102.3% | $4,125+132.4% |
| Admin fee / account holder | $28,114 | $6,840+311.0% | $8,948+214.2% | $5,651+397.5% |