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 5-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 | $215,762 | $148,978+44.8% | $200,582+7.6% | $84,808+154.4% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 16.47% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $23,463 | $4,815+387.3% | $6,419+265.5% | $2,631+791.8% |
| Participant deferral / active EE | $24,370 | $7,142+241.2% | $9,331+161.2% | $4,212+478.7% |
| Admin fee / account holder | $9,665 | $13,977-30.9% | $16,305-40.7% | $7,344+31.6% |