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 | $201,239 | $138,562+45.2% | $246,525-18.4% | $116,875+72.2% |
| Participation rate | 85.7% | 72.8%+12.9pp | 82.0%+3.8pp | 74.5%+11.2pp |
| Annual return | 12.50% | 16.14%-3.6pp | 0.46%+12.0pp | 16.29%-3.8pp |
| Employer contribution / active EE | $0 | $4,835-100.0% | $7,467-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $7,465 | $4,207+77.4% | $5,422+37.7% | $3,885+92.1% |
| Admin fee / account holder | $5,534 | $18,110-69.4% | $16,551-66.6% | $12,263-54.9% |