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 | $209,234 | $86,929+140.7% | $102,423+104.3% | $80,856+158.8% |
| Participation rate | 84.0% | 72.4%+11.6pp | 76.5%+7.5pp | 67.6%+16.4pp |
| Annual return | 26.34% | 18.88%+7.5pp | 29.32%-3.0pp | 35.59%-9.3pp |
| Employer contribution / active EE | $2,039 | $2,369-14.0% | $3,023-32.6% | $2,755-26.0% |
| Participant deferral / active EE | $8,120 | $4,118+97.2% | $5,053+60.7% | $4,296+89.0% |
| Admin fee / account holder | $52,082 | $8,049+547.1% | $9,451+451.1% | $6,918+652.8% |