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 | $212,923 | $109,881+93.8% | $150,045+41.9% | $84,808+151.1% |
| Participation rate | 89.7% | 76.1%+13.7pp | 82.3%+7.4pp | 68.3%+21.4pp |
| Annual return | 17.62% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $12,413 | $3,561+248.6% | $4,693+164.5% | $2,631+371.8% |
| Participant deferral / active EE | $13,216 | $6,636+99.2% | $7,997+65.3% | $4,212+213.8% |
| Admin fee / account holder | $25,832 | $8,568+201.5% | $13,435+92.3% | $7,344+251.7% |