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 | $231,066 | $99,985+131.1% | $146,665+57.5% | $85,850+169.2% |
| Participation rate | 81.0% | 73.1%+7.9pp | 80.1%+0.9pp | 69.3%+11.6pp |
| Annual return | 12.24% | 18.93%-6.7pp | 22.74%-10.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,849 | $2,559+11.3% | $4,136-31.1% | $2,565+11.1% |
| Participant deferral / active EE | $5,697 | $4,006+42.2% | $5,506+3.5% | $3,952+44.2% |
| Admin fee / account holder | $13,833 | $7,702+79.6% | $10,280+34.6% | $6,260+121.0% |