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 | $232,561 | $81,248+186.2% | $155,509+49.5% | $80,856+187.6% |
| Participation rate | 84.8% | 66.2%+18.6pp | 78.2%+6.6pp | 67.6%+17.1pp |
| Annual return | 14.79% | 33.31%-18.5pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,984 | $3,100+28.5% | $4,672-14.7% | $2,755+44.6% |
| Participant deferral / active EE | $7,882 | $3,452+128.4% | $5,626+40.1% | $4,296+83.5% |
| Admin fee / account holder | $5,533 | $7,997-30.8% | $15,912-65.2% | $6,918-20.0% |