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 | $219,260 | $109,413+100.4% | $156,263+40.3% | $84,808+158.5% |
| Participation rate | 93.9% | 72.7%+21.2pp | 78.9%+15.0pp | 68.3%+25.6pp |
| Annual return | 14.90% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,280 | $2,907+12.8% | $4,333-24.3% | $2,631+24.7% |
| Participant deferral / active EE | $7,601 | $4,590+65.6% | $6,158+23.4% | $4,212+80.5% |
| Admin fee / account holder | $14,106 | $9,357+50.8% | $14,255-1.0% | $7,344+92.1% |