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 | $210,569 | $96,484+118.2% | $156,263+34.8% | $74,304+183.4% |
| Participation rate | 97.1% | 67.7%+29.4pp | 78.9%+18.2pp | 60.3%+36.7pp |
| Annual return | 15.11% | 17.73%-2.6pp | 59.47%-44.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $4,799 | $2,528+89.8% | $4,333+10.7% | $2,241+114.1% |
| Participant deferral / active EE | $14,390 | $4,286+235.7% | $6,158+133.7% | $3,767+282.0% |
| Admin fee / account holder | $8,946 | $3,728+140.0% | $14,255-37.2% | $2,969+201.3% |