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 | $218,716 | $165,335+32.3% | $149,696+46.1% | $158,922+37.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 13.82% | 348.15%-334.3pp | 276.60%-262.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $8,023 | $5,103+57.2% | $4,644+72.8% | $4,761+68.5% |
| Participant deferral / active EE | $10,880 | $7,181+51.5% | $6,842+59.0% | $5,982+81.9% |
| Admin fee / account holder | $2,999 | $10,807-72.3% | $9,309-67.8% | $11,246-73.3% |