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 | $209,248 | $86,929+140.7% | $102,423+104.3% | $80,856+158.8% |
| Participation rate | 97.1% | 72.4%+24.8pp | 76.5%+20.7pp | 67.6%+29.5pp |
| Annual return | 16.49% | 18.88%-2.4pp | 29.32%-12.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,599 | $2,369+51.9% | $3,023+19.0% | $2,755+30.6% |
| Participant deferral / active EE | $8,045 | $4,118+95.3% | $5,053+59.2% | $4,296+87.3% |
| Admin fee / account holder | $12,011 | $8,049+49.2% | $9,451+27.1% | $6,918+73.6% |