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 | $205,318 | $109,881+86.9% | $150,045+36.8% | $84,808+142.1% |
| Participation rate | 86.4% | 76.1%+10.3pp | 82.3%+4.0pp | 68.3%+18.1pp |
| Annual return | 14.75% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,369 | $3,561+22.7% | $4,693-6.9% | $2,631+66.1% |
| Participant deferral / active EE | $10,629 | $6,636+60.2% | $7,997+32.9% | $4,212+152.4% |
| Admin fee / account holder | $10,339 | $8,568+20.7% | $13,435-23.0% | $7,344+40.8% |