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 | $204,231 | $114,381+78.6% | $107,525+89.9% | $142,382+43.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 16.86% | 242.71%-225.8pp | 181.32%-164.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,333 | $4,015-17.0% | $3,754-11.2% | $4,299-22.5% |
| Participant deferral / active EE | $4,412 | $5,564-20.7% | $5,116-13.8% | $6,507-32.2% |
| Admin fee / account holder | $6,042 | $9,860-38.7% | $8,919-32.2% | $12,624-52.1% |