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 | $202,791 | $100,326+102.1% | $180,183+12.5% | $84,808+139.1% |
| Participation rate | 98.2% | 71.0%+27.2pp | 77.4%+20.8pp | 68.3%+29.9pp |
| Annual return | 14.83% | 17.86%-3.0pp | 27.86%-13.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,234 | $3,269-1.1% | $5,039-35.8% | $2,631+22.9% |
| Participant deferral / active EE | $7,488 | $5,066+47.8% | $6,822+9.8% | $4,212+77.8% |
| Admin fee / account holder | $10,130 | $9,674+4.7% | $19,975-49.3% | $7,344+37.9% |