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 | $201,817 | $109,881+83.7% | $150,045+34.5% | $84,808+138.0% |
| Participation rate | 84.4% | 76.1%+8.3pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 14.80% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,730 | $3,561+4.7% | $4,693-20.5% | $2,631+41.8% |
| Participant deferral / active EE | $13,379 | $6,636+101.6% | $7,997+67.3% | $4,212+217.7% |
| Admin fee / account holder | $19,734 | $8,568+130.3% | $13,435+46.9% | $7,344+168.7% |