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 | $210,215 | $80,717+160.4% | $154,803+35.8% | $84,808+147.9% |
| Participation rate | 86.3% | 66.8%+19.5pp | 78.1%+8.2pp | 68.3%+18.0pp |
| Annual return | 15.51% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $8,276 | $2,761+199.7% | $4,305+92.2% | $2,631+214.5% |
| Participant deferral / active EE | $5,139 | $3,303+55.6% | $5,540-7.2% | $4,212+22.0% |
| Admin fee / account holder | $5,980 | $6,746-11.3% | $14,329-58.3% | $7,344-18.6% |