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 | $205,042 | $148,978+37.6% | $200,582+2.2% | $84,808+141.8% |
| Participation rate | 97.1% | 84.2%+12.8pp | 86.9%+10.2pp | 68.3%+28.7pp |
| Annual return | 17.54% | 28.16%-10.6pp | 42.33%-24.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,558 | $4,815-26.1% | $6,419-44.6% | $2,631+35.2% |
| Participant deferral / active EE | $7,722 | $7,142+8.1% | $9,331-17.2% | $4,212+83.4% |
| Admin fee / account holder | $2,459 | $13,977-82.4% | $16,305-84.9% | $7,344-66.5% |