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 | $209,910 | $109,881+91.0% | $150,045+39.9% | $84,808+147.5% |
| Participation rate | 98.3% | 76.1%+22.2pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 15.43% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,951 | $3,561-17.1% | $4,693-37.1% | $2,631+12.2% |
| Participant deferral / active EE | $14,071 | $6,636+112.0% | $7,997+76.0% | $4,212+234.1% |
| Admin fee / account holder | $10,512 | $8,568+22.7% | $13,435-21.8% | $7,344+43.1% |