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 | $210,698 | $109,881+91.8% | $150,045+40.4% | $84,808+148.4% |
| Participation rate | 94.3% | 76.1%+18.2pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 16.06% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $5,370 | $3,561+50.8% | $4,693+14.4% | $2,631+104.1% |
| Participant deferral / active EE | $9,766 | $6,636+47.2% | $7,997+22.1% | $4,212+131.9% |
| Admin fee / account holder | $4,728 | $8,568-44.8% | $13,435-64.8% | $7,344-35.6% |