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 | $237,098 | $81,248+191.8% | $155,509+52.5% | $80,856+193.2% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.6%+19.9pp |
| Annual return | 16.49% | 33.31%-16.8pp | 64.67%-48.2pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,528 | $3,100-18.5% | $4,672-45.9% | $2,755-8.2% |
| Participant deferral / active EE | $7,930 | $3,452+129.7% | $5,626+40.9% | $4,296+84.6% |
| Admin fee / account holder | $859 | $7,997-89.3% | $15,912-94.6% | $6,918-87.6% |