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 | $203,864 | $78,926+158.3% | $136,749+49.1% | $84,808+140.4% |
| Participation rate | 92.3% | 62.2%+30.1pp | 72.1%+20.2pp | 68.3%+24.0pp |
| Annual return | 17.97% | 18.17%-0.2pp | 24.33%-6.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $10,467 | $2,134+390.5% | $3,400+207.9% | $2,631+297.8% |
| Participant deferral / active EE | $13,353 | $3,168+321.5% | $4,692+184.6% | $4,212+217.1% |
| Admin fee / account holder | $4,450 | $6,369-30.1% | $11,386-60.9% | $7,344-39.4% |