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 | $211,623 | $86,929+143.4% | $102,423+106.6% | $80,856+161.7% |
| Participation rate | 85.2% | 72.4%+12.8pp | 76.5%+8.7pp | 67.6%+17.5pp |
| Annual return | 11.66% | 18.88%-7.2pp | 29.32%-17.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,112 | $2,369-53.1% | $3,023-63.2% | $2,755-59.6% |
| Participant deferral / active EE | $5,444 | $4,118+32.2% | $5,053+7.7% | $4,296+26.7% |
| Admin fee / account holder | $40,930 | $8,049+408.5% | $9,451+333.1% | $6,918+491.6% |