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 | $199,422 | $95,803+108.2% | $113,168+76.2% | $84,808+135.1% |
| Participation rate | 94.9% | 72.9%+22.0pp | 76.6%+18.3pp | 68.3%+26.6pp |
| Annual return | 17.24% | 25.00%-7.8pp | 24.27%-7.0pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,534 | $2,360+7.4% | $2,975-14.8% | $2,631-3.7% |
| Participant deferral / active EE | $5,749 | $4,242+35.5% | $5,107+12.6% | $4,212+36.5% |
| Admin fee / account holder | $12,909 | $8,989+43.6% | $12,068+7.0% | $7,344+75.8% |