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 | $205,194 | $148,978+37.7% | $200,582+2.3% | $84,808+142.0% |
| Participation rate | 97.8% | 84.2%+13.5pp | 86.9%+10.9pp | 68.3%+29.5pp |
| Annual return | 27.75% | 28.16%-0.4pp | 42.33%-14.6pp | 40.90%-13.1pp |
| Employer contribution / active EE | $3,697 | $4,815-23.2% | $6,419-42.4% | $2,631+40.5% |
| Participant deferral / active EE | $6,822 | $7,142-4.5% | $9,331-26.9% | $4,212+62.0% |
| Admin fee / account holder | $3,669 | $13,977-73.8% | $16,305-77.5% | $7,344-50.0% |