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 | $230,704 | $109,413+110.9% | $156,263+47.6% | $84,808+172.0% |
| Participation rate | 90.3% | 72.7%+17.6pp | 78.9%+11.4pp | 68.3%+22.0pp |
| Annual return | 12.55% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $8,669 | $2,907+198.2% | $4,333+100.1% | $2,631+229.5% |
| Participant deferral / active EE | $5,093 | $4,590+11.0% | $6,158-17.3% | $4,212+20.9% |
| Admin fee / account holder | $6,044 | $9,357-35.4% | $14,255-57.6% | $7,344-17.7% |