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 | $210,591 | $93,571+125.1% | $135,903+55.0% | $75,163+180.2% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.2pp | 67.2%+27.9pp |
| Annual return | 17.25% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $3,580 | $3,537+1.2% | $4,856-26.3% | $2,670+34.1% |
| Participant deferral / active EE | $11,108 | $6,404+73.5% | $7,758+43.2% | $4,125+169.3% |
| Admin fee / account holder | $9,157 | $6,975+31.3% | $10,762-14.9% | $5,651+62.0% |