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 | $204,568 | $86,929+135.3% | $102,423+99.7% | $80,856+153.0% |
| Participation rate | 78.0% | 72.4%+5.7pp | 76.5%+1.6pp | 67.6%+10.4pp |
| Annual return | 19.51% | 18.88%+0.6pp | 29.32%-9.8pp | 35.59%-16.1pp |
| Employer contribution / active EE | $2,500 | $2,369+5.5% | $3,023-17.3% | $2,755-9.3% |
| Participant deferral / active EE | $4,890 | $4,118+18.7% | $5,053-3.2% | $4,296+13.8% |
| Admin fee / account holder | $36,308 | $8,049+351.1% | $9,451+284.2% | $6,918+424.8% |