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 | $202,742 | $95,803+111.6% | $113,168+79.2% | $84,808+139.1% |
| Participation rate | 82.4% | 72.9%+9.5pp | 76.6%+5.8pp | 68.3%+14.0pp |
| Annual return | 12.69% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $779 | $2,360-67.0% | $2,975-73.8% | $2,631-70.4% |
| Participant deferral / active EE | $5,192 | $4,242+22.4% | $5,107+1.7% | $4,212+23.3% |
| Admin fee / account holder | $18,396 | $8,989+104.7% | $12,068+52.4% | $7,344+150.5% |