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 | $200,516 | $148,978+34.6% | $200,5820% | $84,808+136.4% |
| Participation rate | 93.0% | 84.2%+8.8pp | 86.9%+6.1pp | 68.3%+24.7pp |
| Annual return | 17.30% | 28.16%-10.9pp | 42.33%-25.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $15,410 | $4,815+220.0% | $6,419+140.1% | $2,631+485.7% |
| Participant deferral / active EE | $4,274 | $7,142-40.2% | $9,331-54.2% | $4,212+1.5% |
| Admin fee / account holder | $19,127 | $13,977+36.8% | $16,305+17.3% | $7,344+160.4% |