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 | $196,785 | $138,347+42.2% | $184,203+6.8% | $80,856+143.4% |
| Participation rate | 95.5% | 83.9%+11.6pp | 86.8%+8.6pp | 67.6%+27.8pp |
| Annual return | 17.80% | 20.02%-2.2pp | 28.81%-11.0pp | 35.59%-17.8pp |
| Employer contribution / active EE | $3,826 | $4,850-21.1% | $6,427-40.5% | $2,755+38.9% |
| Participant deferral / active EE | $3,643 | $7,071-48.5% | $9,131-60.1% | $4,296-15.2% |
| Admin fee / account holder | $30,179 | $10,483+187.9% | $13,901+117.1% | $6,918+336.2% |