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 | $246,641 | $78,422+214.5% | $95,952+157.0% | $79,858+208.9% |
| Participation rate | 90.9% | 73.5%+17.4pp | 77.1%+13.8pp | 69.6%+21.3pp |
| Annual return | 10.75% | 19.37%-8.6pp | 91.61%-80.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,328 | $1,945+19.7% | $2,541-8.4% | $2,471-5.8% |
| Participant deferral / active EE | $6,745 | $3,440+96.1% | $4,167+61.9% | $3,740+80.3% |
| Admin fee / account holder | $6,857 | $5,622+22.0% | $6,795+0.9% | $5,306+29.2% |