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 | $216,760 | $101,724+113.1% | $164,813+31.5% | $80,856+168.1% |
| Participation rate | 98.7% | 71.8%+26.9pp | 78.6%+20.1pp | 67.6%+31.1pp |
| Annual return | 14.06% | 16.72%-2.7pp | 69.93%-55.9pp | 35.59%-21.5pp |
| Employer contribution / active EE | $6,464 | $2,953+118.9% | $4,341+48.9% | $2,755+134.6% |
| Participant deferral / active EE | $13,706 | $4,477+206.1% | $6,031+127.2% | $4,296+219.1% |
| Admin fee / account holder | $21,266 | $8,227+158.5% | $12,690+67.6% | $6,918+207.4% |