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 | $221,418 | $109,881+101.5% | $150,045+47.6% | $84,808+161.1% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.6pp | 68.3%+28.7pp |
| Annual return | 15.95% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,025 | $3,561+13.0% | $4,693-14.2% | $2,631+53.0% |
| Participant deferral / active EE | $7,005 | $6,636+5.6% | $7,997-12.4% | $4,212+66.3% |
| Admin fee / account holder | $3,450 | $8,568-59.7% | $13,435-74.3% | $7,344-53.0% |