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 | $210,905 | $181,894+15.9% | $156,549+34.7% | $273,961-23.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 7.37% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,138 | $6,248-65.8% | $5,501-61.1% | $4,869-56.1% |
| Participant deferral / active EE | $3,978 | $5,550-28.3% | $4,871-18.3% | $5,287-24.8% |
| Admin fee / account holder | $1,371 | $15,559-91.2% | $13,027-89.5% | $10,132-86.5% |