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 | $238,980 | $81,248+194.1% | $155,509+53.7% | $80,856+195.6% |
| Participation rate | 80.5% | 66.2%+14.3pp | 78.2%+2.3pp | 67.6%+12.8pp |
| Annual return | 14.13% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,486 | $3,100-19.8% | $4,672-46.8% | $2,755-9.7% |
| Participant deferral / active EE | $6,772 | $3,452+96.2% | $5,626+20.4% | $4,296+57.6% |
| Admin fee / account holder | $2,503 | $7,997-68.7% | $15,912-84.3% | $6,918-63.8% |