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 | $207,674 | $95,803+116.8% | $113,168+83.5% | $84,808+144.9% |
| Participation rate | 92.2% | 72.9%+19.4pp | 76.6%+15.7pp | 68.3%+23.9pp |
| Annual return | 17.67% | 25.00%-7.3pp | 24.27%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,911 | $2,360+23.4% | $2,975-2.2% | $2,631+10.6% |
| Participant deferral / active EE | $6,930 | $4,242+63.4% | $5,107+35.7% | $4,212+64.5% |
| Admin fee / account holder | $6,041 | $8,989-32.8% | $12,068-49.9% | $7,344-17.7% |