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 | $202,672 | $148,978+36.0% | $200,582+1.0% | $84,808+139.0% |
| Participation rate | 94.7% | 84.2%+10.5pp | 86.9%+7.8pp | 68.3%+26.4pp |
| Annual return | 14.28% | 28.16%-13.9pp | 42.33%-28.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $7,260 | $4,815+50.8% | $6,419+13.1% | $2,631+176.0% |
| Participant deferral / active EE | $7,151 | $7,142+0.1% | $9,331-23.4% | $4,212+69.8% |
| Admin fee / account holder | $11,635 | $13,977-16.8% | $16,305-28.6% | $7,344+58.4% |