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 | $206,044 | $101,724+102.6% | $164,813+25.0% | $80,856+154.8% |
| Participation rate | 81.3% | 71.8%+9.4pp | 78.6%+2.6pp | 67.6%+13.6pp |
| Annual return | 11.68% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,100 | $2,953-28.9% | $4,341-51.6% | $2,755-23.8% |
| Participant deferral / active EE | $7,876 | $4,477+75.9% | $6,031+30.6% | $4,296+83.3% |
| Admin fee / account holder | $1,414 | $8,227-82.8% | $12,690-88.9% | $6,918-79.6% |