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 | $211,960 | $109,881+92.9% | $150,045+41.3% | $84,808+149.9% |
| Participation rate | 84.8% | 76.1%+8.8pp | 82.3%+2.5pp | 68.3%+16.5pp |
| Annual return | 15.78% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,168 | $3,561-67.2% | $4,693-75.1% | $2,631-55.6% |
| Participant deferral / active EE | $8,609 | $6,636+29.7% | $7,997+7.7% | $4,212+104.4% |
| Admin fee / account holder | $10,806 | $8,568+26.1% | $13,435-19.6% | $7,344+47.1% |