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 | $215,420 | $101,724+111.8% | $164,813+30.7% | $80,856+166.4% |
| Participation rate | 97.3% | 71.8%+25.5pp | 78.6%+18.7pp | 67.6%+29.7pp |
| Annual return | 13.28% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,703 | $2,953-8.5% | $4,341-37.7% | $2,755-1.9% |
| Participant deferral / active EE | $6,447 | $4,477+44.0% | $6,031+6.9% | $4,296+50.1% |
| Admin fee / account holder | $22,937 | $8,227+178.8% | $12,690+80.7% | $6,918+231.6% |