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 | $207,518 | $117,983+75.9% | $101,794+103.9% | $142,382+45.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 17.23% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $14,276 | $2,773+414.9% | $2,289+523.7% | $4,299+232.1% |
| Participant deferral / active EE | $4,949 | $4,714+5.0% | $4,084+21.2% | $6,507-24.0% |
| Admin fee / account holder | $11,235 | $10,433+7.7% | $8,777+28.0% | $12,624-11.0% |