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 | $222,838 | $72,012+209.4% | $185,823+19.9% | $79,858+179.0% |
| Participation rate | 96.2% | 65.8%+30.4pp | 78.0%+18.1pp | 69.6%+26.5pp |
| Annual return | 15.88% | 23.12%-7.2pp | 35.95%-20.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,379 | $1,965+72.0% | $4,087-17.3% | $2,471+36.8% |
| Participant deferral / active EE | $11,086 | $3,779+193.4% | $5,632+96.8% | $3,740+196.4% |
| Admin fee / account holder | $3,053 | $4,513-32.3% | $9,500-67.9% | $5,306-42.5% |