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 | $212,028 | $109,413+93.8% | $156,263+35.7% | $84,808+150.0% |
| Participation rate | 76.7% | 72.7%+4.0pp | 78.9%-2.2pp | 68.3%+8.4pp |
| Annual return | 14.66% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,951 | $2,907-32.9% | $4,333-55.0% | $2,631-25.8% |
| Participant deferral / active EE | $8,669 | $4,590+88.9% | $6,158+40.8% | $4,212+105.8% |
| Admin fee / account holder | $48,544 | $9,357+418.8% | $14,255+240.5% | $7,344+561.0% |