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 | $229,591 | $78,422+192.8% | $95,952+139.3% | $79,858+187.5% |
| Participation rate | 95.2% | 73.5%+21.8pp | 77.1%+18.2pp | 69.6%+25.6pp |
| Annual return | 16.21% | 19.37%-3.2pp | 91.61%-75.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,357 | $1,945-30.2% | $2,541-46.6% | $2,471-45.1% |
| Participant deferral / active EE | $9,701 | $3,440+182.0% | $4,167+132.8% | $3,740+159.4% |
| Admin fee / account holder | $5,445 | $5,622-3.2% | $6,795-19.9% | $5,306+2.6% |