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 | $217,002 | $148,978+45.7% | $200,582+8.2% | $84,808+155.9% |
| Participation rate | 95.1% | 84.2%+10.8pp | 86.9%+8.2pp | 68.3%+26.8pp |
| Annual return | 17.00% | 28.16%-11.2pp | 42.33%-25.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,660 | $4,815-3.2% | $6,419-27.4% | $2,631+77.1% |
| Participant deferral / active EE | $7,156 | $7,142+0.2% | $9,331-23.3% | $4,212+69.9% |
| Admin fee / account holder | $6,420 | $13,977-54.1% | $16,305-60.6% | $7,344-12.6% |