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 | $193,402 | $94,625+104.4% | $116,228+66.4% | $84,808+128.0% |
| Participation rate | 75.6% | 70.4%+5.2pp | 74.6%+1.1pp | 68.3%+7.3pp |
| Annual return | 14.23% | 20.40%-6.2pp | 90.06%-75.8pp | 40.90%-26.7pp |
| Employer contribution / active EE | $745 | $2,347-68.2% | $2,994-75.1% | $2,631-71.7% |
| Participant deferral / active EE | $7,471 | $3,972+88.1% | $4,953+50.8% | $4,212+77.4% |
| Admin fee / account holder | $33,028 | $10,091+227.3% | $11,989+175.5% | $7,344+349.7% |