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 | $215,285 | $80,968+165.9% | $96,544+123.0% | $75,163+186.4% |
| Participation rate | 93.5% | 71.8%+21.8pp | 76.0%+17.6pp | 67.2%+26.4pp |
| Annual return | 16.43% | 27.06%-10.6pp | 25.84%-9.4pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,288 | $2,282+44.1% | $2,965+10.9% | $2,670+23.2% |
| Participant deferral / active EE | $11,253 | $3,928+186.5% | $4,851+132.0% | $4,125+172.8% |
| Admin fee / account holder | $12,640 | $6,724+88.0% | $8,252+53.2% | $5,651+123.7% |