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 | $200,076 | $81,460+145.6% | $103,333+93.6% | $80,856+147.4% |
| Participation rate | 79.2% | 66.8%+12.4pp | 74.5%+4.7pp | 67.6%+11.6pp |
| Annual return | 11.82% | 25.55%-13.7pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $6,993 | $3,105+125.2% | $3,868+80.8% | $2,755+153.8% |
| Participant deferral / active EE | $5,579 | $3,869+44.2% | $5,057+10.3% | $4,296+29.9% |
| Admin fee / account holder | $14,647 | $6,566+123.1% | $8,355+75.3% | $6,918+111.7% |