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 | $230,690 | $81,460+183.2% | $103,333+123.2% | $80,856+185.3% |
| Participation rate | 88.0% | 66.8%+21.2pp | 74.5%+13.5pp | 67.6%+20.4pp |
| Annual return | 13.02% | 25.55%-12.5pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $5,145 | $3,105+65.7% | $3,868+33.0% | $2,755+86.8% |
| Participant deferral / active EE | $8,640 | $3,869+123.3% | $5,057+70.8% | $4,296+101.1% |
| Admin fee / account holder | $14,662 | $6,566+123.3% | $8,355+75.5% | $6,918+111.9% |