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 | $239,076 | $148,978+60.5% | $200,582+19.2% | $84,808+181.9% |
| Participation rate | 90.9% | 84.2%+6.7pp | 86.9%+4.0pp | 68.3%+22.6pp |
| Annual return | 21.35% | 28.16%-6.8pp | 42.33%-21.0pp | 40.90%-19.6pp |
| Employer contribution / active EE | $10,599 | $4,815+120.1% | $6,419+65.1% | $2,631+302.9% |
| Participant deferral / active EE | $23,301 | $7,142+226.2% | $9,331+149.7% | $4,212+453.3% |
| Admin fee / account holder | $16,075 | $13,977+15.0% | $16,305-1.4% | $7,344+118.9% |