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 | $229,918 | $80,717+184.8% | $154,803+48.5% | $84,808+171.1% |
| Participation rate | 82.1% | 66.8%+15.3pp | 78.1%+4.1pp | 68.3%+13.8pp |
| Annual return | 16.59% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,703 | $2,761+34.1% | $4,305-14.0% | $2,631+40.7% |
| Participant deferral / active EE | $8,156 | $3,303+146.9% | $5,540+47.2% | $4,212+93.7% |
| Admin fee / account holder | $14,305 | $6,746+112.1% | $14,329-0.2% | $7,344+94.8% |