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 | $208,423 | $101,724+104.9% | $164,813+26.5% | $80,856+157.8% |
| Participation rate | 78.8% | 71.8%+6.9pp | 78.6%+0.1pp | 67.6%+11.1pp |
| Annual return | 11.29% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $5,278 | $2,953+78.7% | $4,341+21.6% | $2,755+91.6% |
| Participant deferral / active EE | $7,039 | $4,477+57.2% | $6,031+16.7% | $4,296+63.9% |
| Admin fee / account holder | $12,612 | $8,227+53.3% | $12,690-0.6% | $6,918+82.3% |