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 | $218,114 | $81,248+168.5% | $155,509+40.3% | $80,856+169.8% |
| Participation rate | 85.0% | 66.2%+18.8pp | 78.2%+6.8pp | 67.6%+17.4pp |
| Annual return | 14.52% | 33.31%-18.8pp | 64.67%-50.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $946 | $3,100-69.5% | $4,672-79.8% | $2,755-65.7% |
| Participant deferral / active EE | $7,040 | $3,452+104.0% | $5,626+25.1% | $4,296+63.9% |
| Admin fee / account holder | $18,876 | $7,997+136.0% | $15,912+18.6% | $6,918+172.9% |