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 | $223,741 | $109,413+104.5% | $156,263+43.2% | $84,808+163.8% |
| Participation rate | 94.9% | 72.7%+22.2pp | 78.9%+16.0pp | 68.3%+26.6pp |
| Annual return | 17.56% | 20.18%-2.6pp | 59.47%-41.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,087 | $2,907+40.6% | $4,333-5.7% | $2,631+55.4% |
| Participant deferral / active EE | $7,104 | $4,590+54.8% | $6,158+15.4% | $4,212+68.7% |
| Admin fee / account holder | $2,321 | $9,357-75.2% | $14,255-83.7% | $7,344-68.4% |