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 | $202,848 | $80,717+151.3% | $154,803+31.0% | $84,808+139.2% |
| Participation rate | 98.0% | 66.8%+31.1pp | 78.1%+19.9pp | 68.3%+29.6pp |
| Annual return | 13.60% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,224 | $2,761-19.5% | $4,305-48.3% | $2,631-15.5% |
| Participant deferral / active EE | $4,418 | $3,303+33.7% | $5,540-20.3% | $4,212+4.9% |
| Admin fee / account holder | $13,583 | $6,746+101.4% | $14,329-5.2% | $7,344+85.0% |