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 | $243,596 | $81,248+199.8% | $155,509+56.6% | $80,856+201.3% |
| Participation rate | 84.0% | 66.2%+17.8pp | 78.2%+5.8pp | 67.6%+16.4pp |
| Annual return | 13.99% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $6,541 | $3,100+111.0% | $4,672+40.0% | $2,755+137.4% |
| Participant deferral / active EE | $5,780 | $3,452+67.5% | $5,626+2.7% | $4,296+34.6% |
| Admin fee / account holder | $2,536 | $7,997-68.3% | $15,912-84.1% | $6,918-63.3% |