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 | $201,010 | $109,881+82.9% | $150,045+34.0% | $84,808+137.0% |
| Participation rate | 84.6% | 76.1%+8.5pp | 82.3%+2.3pp | 68.3%+16.3pp |
| Annual return | 17.35% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,212 | $3,561-9.8% | $4,693-31.6% | $2,631+22.1% |
| Participant deferral / active EE | $10,469 | $6,636+57.8% | $7,997+30.9% | $4,212+148.6% |
| Admin fee / account holder | $47,918 | $8,568+459.3% | $13,435+256.7% | $7,344+552.5% |