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 | $227,610 | $138,562+64.3% | $246,525-7.7% | $116,875+94.7% |
| Participation rate | 91.7% | 72.8%+18.9pp | 82.0%+9.7pp | 74.5%+17.1pp |
| Annual return | 14.65% | 16.14%-1.5pp | 0.46%+14.2pp | 16.29%-1.6pp |
| Employer contribution / active EE | $6,079 | $4,835+25.7% | $7,467-18.6% | $3,288+84.9% |
| Participant deferral / active EE | $8,426 | $4,207+100.3% | $5,422+55.4% | $3,885+116.9% |
| Admin fee / account holder | $54,978 | $18,110+203.6% | $16,551+232.2% | $12,263+348.3% |