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 | $226,929 | $109,413+107.4% | $156,263+45.2% | $84,808+167.6% |
| Participation rate | 82.4% | 72.7%+9.7pp | 78.9%+3.4pp | 68.3%+14.0pp |
| Annual return | 14.19% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,213 | $2,907-58.3% | $4,333-72.0% | $2,631-53.9% |
| Participant deferral / active EE | $3,948 | $4,590-14.0% | $6,158-35.9% | $4,212-6.3% |
| Admin fee / account holder | $6,739 | $9,357-28.0% | $14,255-52.7% | $7,344-8.2% |