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 | $205,436 | $109,413+87.8% | $156,263+31.5% | $84,808+142.2% |
| Participation rate | 84.0% | 72.7%+11.3pp | 78.9%+5.1pp | 68.3%+15.7pp |
| Annual return | 13.44% | 20.18%-6.7pp | 59.47%-46.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,302 | $2,907-55.2% | $4,333-70.0% | $2,631-50.5% |
| Participant deferral / active EE | $2,980 | $4,590-35.1% | $6,158-51.6% | $4,212-29.2% |
| Admin fee / account holder | $3,994 | $9,357-57.3% | $14,255-72.0% | $7,344-45.6% |