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 | $211,432 | $74,927+182.2% | $101,794+107.7% | $84,808+149.3% |
| Participation rate | 89.3% | 61.4%+27.9pp | 69.2%+20.1pp | 68.3%+21.0pp |
| Annual return | 14.29% | 18.70%-4.4pp | 30.53%-16.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,065 | $1,522+101.4% | $2,289+33.9% | $2,631+16.5% |
| Participant deferral / active EE | $7,310 | $3,099+135.9% | $4,084+79.0% | $4,212+73.6% |
| Admin fee / account holder | $28,494 | $6,514+337.4% | $8,777+224.6% | $7,344+288.0% |