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 | $202,052 | $109,413+84.7% | $156,263+29.3% | $84,808+138.2% |
| Participation rate | 81.6% | 72.7%+8.9pp | 78.9%+2.7pp | 68.3%+13.3pp |
| Annual return | 15.88% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,820 | $2,907-3.0% | $4,333-34.9% | $2,631+7.2% |
| Participant deferral / active EE | $8,339 | $4,590+81.7% | $6,158+35.4% | $4,212+98.0% |
| Admin fee / account holder | $7,207 | $9,357-23.0% | $14,255-49.4% | $7,344-1.9% |