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 | $218,179 | $95,803+127.7% | $113,168+92.8% | $84,808+157.3% |
| Participation rate | 87.8% | 72.9%+14.9pp | 76.6%+11.2pp | 68.3%+19.4pp |
| Annual return | 13.89% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $710 | $2,360-69.9% | $2,975-76.1% | $2,631-73.0% |
| Participant deferral / active EE | $4,950 | $4,242+16.7% | $5,107-3.1% | $4,212+17.5% |
| Admin fee / account holder | $10,712 | $8,989+19.2% | $12,068-11.2% | $7,344+45.9% |