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 | $200,867 | $91,552+119.4% | $133,956+50.0% | $79,858+151.5% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | 31.18% | 61.85%-30.7pp | 45.09%-13.9pp | 31.71%-0.5pp |
| Employer contribution / active EE | $4,483 | $2,384+88.1% | $3,919+14.4% | $2,471+81.4% |
| Participant deferral / active EE | $7,263 | $3,733+94.5% | $5,048+43.9% | $3,740+94.2% |
| Admin fee / account holder | $1,667 | $6,321-73.6% | $8,927-81.3% | $5,306-68.6% |