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 | $216,028 | $80,673+167.8% | $101,326+113.2% | $84,808+154.7% |
| Participation rate | 86.2% | 77.8%+8.4pp | 81.5%+4.7pp | 68.3%+17.8pp |
| Annual return | 17.61% | 38.95%-21.3pp | 36.82%-19.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,430 | $2,698+27.2% | $3,665-6.4% | $2,631+30.4% |
| Participant deferral / active EE | $7,361 | $6,840+7.6% | $7,994-7.9% | $4,212+74.8% |
| Admin fee / account holder | $1,185 | $12,784-90.7% | $11,185-89.4% | $7,344-83.9% |