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 | $217,893 | $67,606+222.3% | $82,313+164.7% | $70,131+210.7% |
| Participation rate | 93.6% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.1pp |
| Annual return | 12.92% | 21.57%-8.6pp | 25.88%-13.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,717 | $1,755+54.8% | $2,428+11.9% | $2,342+16.0% |
| Participant deferral / active EE | $7,643 | $2,987+155.9% | $3,706+106.2% | $3,332+129.4% |
| Admin fee / account holder | $38,741 | $4,512+758.6% | $5,608+590.8% | $4,645+734.0% |