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 | $234,174 | $95,803+144.4% | $113,168+106.9% | $84,808+176.1% |
| Participation rate | 94.2% | 72.9%+21.4pp | 76.6%+17.7pp | 68.3%+25.9pp |
| Annual return | 13.40% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,330 | $4,242+25.6% | $5,107+4.4% | $4,212+26.6% |
| Admin fee / account holder | $7,567 | $8,989-15.8% | $12,068-37.3% | $7,344+3.0% |