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 | $220,766 | $86,929+154.0% | $102,423+115.5% | $80,856+173.0% |
| Participation rate | 85.2% | 72.4%+12.8pp | 76.5%+8.7pp | 67.6%+17.5pp |
| Annual return | 12.82% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,820 | $2,369+19.0% | $3,023-6.7% | $2,755+2.4% |
| Participant deferral / active EE | $8,967 | $4,118+117.7% | $5,053+77.5% | $4,296+108.8% |
| Admin fee / account holder | $2,231 | $8,049-72.3% | $9,451-76.4% | $6,918-67.7% |