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 | $237,827 | $109,881+116.4% | $150,045+58.5% | $84,808+180.4% |
| Participation rate | 79.6% | 76.1%+3.5pp | 82.3%-2.7pp | 68.3%+11.3pp |
| Annual return | 16.48% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,624 | $3,561+57.9% | $4,693+19.8% | $2,631+113.8% |
| Participant deferral / active EE | $10,488 | $6,636+58.0% | $7,997+31.1% | $4,212+149.0% |
| Admin fee / account holder | $4,037 | $8,568-52.9% | $13,435-70.0% | $7,344-45.0% |