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 | $209,670 | $72,492+189.2% | $87,100+140.7% | $72,985+187.3% |
| Participation rate | 94.2% | 72.8%+21.4pp | 76.9%+17.3pp | 69.5%+24.7pp |
| Annual return | 25.47% | 24.46%+1.0pp | 28.19%-2.7pp | 81.00%-55.5pp |
| Employer contribution / active EE | $5,124 | $1,894+170.6% | $2,521+103.2% | $2,440+110.0% |
| Participant deferral / active EE | $3,740 | $3,270+14.4% | $4,049-7.6% | $3,607+3.7% |
| Admin fee / account holder | $5,913 | $5,055+17.0% | $7,497-21.1% | $5,124+15.4% |