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 | $212,310 | $91,552+131.9% | $133,956+58.5% | $79,858+165.9% |
| Participation rate | 85.2% | 73.3%+11.8pp | 79.8%+5.3pp | 69.6%+15.6pp |
| Annual return | 16.59% | 61.85%-45.3pp | 45.09%-28.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $5,034 | $2,384+111.2% | $3,919+28.5% | $2,471+103.7% |
| Participant deferral / active EE | $8,382 | $3,733+124.5% | $5,048+66.1% | $3,740+124.1% |
| Admin fee / account holder | $1,724 | $6,321-72.7% | $8,927-80.7% | $5,306-67.5% |