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 | $218,882 | $100,326+118.2% | $180,183+21.5% | $84,808+158.1% |
| Participation rate | 85.1% | 71.0%+14.1pp | 77.4%+7.6pp | 68.3%+16.8pp |
| Annual return | 14.30% | 17.86%-3.6pp | 27.86%-13.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,467 | $3,269-24.5% | $5,039-51.0% | $2,631-6.2% |
| Participant deferral / active EE | $6,597 | $5,066+30.2% | $6,822-3.3% | $4,212+56.6% |
| Admin fee / account holder | $27,878 | $9,674+188.2% | $19,975+39.6% | $7,344+279.6% |