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 | $214,936 | $81,248+164.5% | $155,509+38.2% | $80,856+165.8% |
| Participation rate | 89.6% | 66.2%+23.3pp | 78.2%+11.4pp | 67.6%+21.9pp |
| Annual return | 11.43% | 33.31%-21.9pp | 64.67%-53.2pp | 35.59%-24.2pp |
| Employer contribution / active EE | $8,436 | $3,100+172.1% | $4,672+80.5% | $2,755+206.2% |
| Participant deferral / active EE | $5,479 | $3,452+58.7% | $5,626-2.6% | $4,296+27.5% |
| Admin fee / account holder | $4,449 | $7,997-44.4% | $15,912-72.0% | $6,918-35.7% |