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 | $218,230 | $180,028+21.2% | $138,135+58.0% | $158,922+37.3% |
| Participation rate | 85.7% | 82.2%+3.5pp | 78.7%+7.0pp | 82.0%+3.8pp |
| Annual return | 9.46% | 21.68%-12.2pp | 20.51%-11.1pp | 302.83%-293.4pp |
| Employer contribution / active EE | $1,585 | $7,470-78.8% | $5,587-71.6% | $4,761-66.7% |
| Participant deferral / active EE | $8,946 | $7,717+15.9% | $6,431+39.1% | $5,982+49.5% |
| Admin fee / account holder | $46,262 | $17,912+158.3% | $11,856+290.2% | $11,246+311.4% |