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 | $214,891 | $72,012+198.4% | $185,823+15.6% | $79,858+169.1% |
| Participation rate | 80.4% | 65.8%+14.7pp | 78.0%+2.4pp | 69.6%+10.8pp |
| Annual return | 13.75% | 23.12%-9.4pp | 35.95%-22.2pp | 31.71%-18.0pp |
| Employer contribution / active EE | $5,975 | $1,965+204.1% | $4,087+46.2% | $2,471+141.8% |
| Participant deferral / active EE | $13,153 | $3,779+248.1% | $5,632+133.5% | $3,740+251.7% |
| Admin fee / account holder | $28,127 | $4,513+523.3% | $9,500+196.1% | $5,306+430.1% |