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 | $205,317 | $148,978+37.8% | $200,582+2.4% | $84,808+142.1% |
| Participation rate | 87.7% | 84.2%+3.5pp | 86.9%+0.8pp | 68.3%+19.4pp |
| Annual return | 16.70% | 28.16%-11.5pp | 42.33%-25.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,908 | $4,815-18.8% | $6,419-39.1% | $2,631+48.6% |
| Participant deferral / active EE | $11,861 | $7,142+66.1% | $9,331+27.1% | $4,212+181.6% |
| Admin fee / account holder | $20,456 | $13,977+46.3% | $16,305+25.5% | $7,344+178.5% |