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 | $219,080 | $101,724+115.4% | $164,813+32.9% | $80,856+170.9% |
| Participation rate | 77.8% | 71.8%+5.9pp | 78.6%-0.8pp | 67.6%+10.1pp |
| Annual return | 15.22% | 16.72%-1.5pp | 69.93%-54.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $5,445 | $2,953+84.4% | $4,341+25.4% | $2,755+97.6% |
| Participant deferral / active EE | $10,074 | $4,477+125.0% | $6,031+67.0% | $4,296+134.5% |
| Admin fee / account holder | $11,475 | $8,227+39.5% | $12,690-9.6% | $6,918+65.9% |