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 | $209,784 | $127,065+65.1% | $113,168+85.4% | $142,382+47.3% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 18.52% | 24.03%-5.5pp | 24.27%-5.7pp | 217.08%-198.6pp |
| Employer contribution / active EE | $4,220 | $3,442+22.6% | $2,975+41.8% | $4,299-1.9% |
| Participant deferral / active EE | $13,386 | $5,716+134.2% | $5,107+162.1% | $6,507+105.7% |
| Admin fee / account holder | $5,445 | $15,736-65.4% | $12,068-54.9% | $12,624-56.9% |