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 | $213,190 | $153,772+38.6% | $133,980+59.1% | $273,961-22.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 6.66% | 36.51%-29.8pp | 29.30%-22.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $20,198 | $6,029+235.0% | $5,211+287.6% | $4,869+314.9% |
| Participant deferral / active EE | $14,531 | $6,958+108.8% | $6,282+131.3% | $5,287+174.8% |
| Admin fee / account holder | $1,298 | $11,765-89.0% | $9,324-86.1% | $10,132-87.2% |