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 | $213,284 | $101,724+109.7% | $164,813+29.4% | $80,856+163.8% |
| Participation rate | 84.2% | 71.8%+12.4pp | 78.6%+5.6pp | 67.6%+16.6pp |
| Annual return | 11.04% | 16.72%-5.7pp | 69.93%-58.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,471 | $2,953-16.3% | $4,341-43.1% | $2,755-10.3% |
| Participant deferral / active EE | $7,213 | $4,477+61.1% | $6,031+19.6% | $4,296+67.9% |
| Admin fee / account holder | $4,949 | $8,227-39.8% | $12,690-61.0% | $6,918-28.5% |