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 | $211,962 | $86,929+143.8% | $102,423+106.9% | $80,856+162.1% |
| Participation rate | 78.8% | 72.4%+6.4pp | 76.5%+2.3pp | 67.6%+11.1pp |
| Annual return | 17.52% | 18.88%-1.4pp | 29.32%-11.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,358 | $2,369-42.7% | $3,023-55.1% | $2,755-50.7% |
| Participant deferral / active EE | $8,728 | $4,118+111.9% | $5,053+72.7% | $4,296+103.2% |
| Admin fee / account holder | $2,652 | $8,049-67.0% | $9,451-71.9% | $6,918-61.7% |