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 | $202,977 | $83,477+143.2% | $125,175+62.2% | $72,985+178.1% |
| Participation rate | 78.4% | 73.3%+5.1pp | 79.8%-1.4pp | 69.5%+8.9pp |
| Annual return | 21.54% | 25.78%-4.2pp | 43.79%-22.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $5,776 | $2,345+146.3% | $3,865+49.4% | $2,440+136.7% |
| Participant deferral / active EE | $8,501 | $3,585+137.1% | $4,937+72.2% | $3,607+135.7% |
| Admin fee / account holder | $5,949 | $5,517+7.8% | $9,702-38.7% | $5,124+16.1% |