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 | $218,227 | $86,929+151.0% | $102,423+113.1% | $80,856+169.9% |
| Participation rate | 90.1% | 72.4%+17.8pp | 76.5%+13.7pp | 67.6%+22.5pp |
| Annual return | 19.99% | 18.88%+1.1pp | 29.32%-9.3pp | 35.59%-15.6pp |
| Employer contribution / active EE | $4,388 | $2,369+85.2% | $3,023+45.1% | $2,755+59.3% |
| Participant deferral / active EE | $2,777 | $4,118-32.6% | $5,053-45.0% | $4,296-35.4% |
| Admin fee / account holder | $14,459 | $8,049+79.6% | $9,451+53.0% | $6,918+109.0% |