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 | $220,612 | $148,978+48.1% | $200,582+10.0% | $84,808+160.1% |
| Participation rate | 96.6% | 84.2%+12.3pp | 86.9%+9.7pp | 68.3%+28.2pp |
| Annual return | 17.24% | 28.16%-10.9pp | 42.33%-25.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $10,746 | $4,815+123.2% | $6,419+67.4% | $2,631+308.4% |
| Participant deferral / active EE | $8,472 | $7,142+18.6% | $9,331-9.2% | $4,212+101.2% |
| Admin fee / account holder | $2,531 | $13,977-81.9% | $16,305-84.5% | $7,344-65.5% |