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 | $215,960 | $77,314+179.3% | $177,989+21.3% | $80,856+167.1% |
| Participation rate | 77.8% | 65.7%+12.1pp | 77.1%+0.7pp | 67.6%+10.1pp |
| Annual return | 12.82% | 18.09%-5.3pp | 294.48%-281.7pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,165 | $2,292-49.2% | $3,949-70.5% | $2,755-57.7% |
| Participant deferral / active EE | $6,043 | $4,411+37.0% | $6,276-3.7% | $4,296+40.7% |
| Admin fee / account holder | $38,607 | $7,191+436.9% | $10,363+272.5% | $6,918+458.1% |