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 | $208,054 | $95,803+117.2% | $113,168+83.8% | $84,808+145.3% |
| Participation rate | 98.4% | 72.9%+25.5pp | 76.6%+21.8pp | 68.3%+30.1pp |
| Annual return | 13.67% | 25.00%-11.3pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,855 | $2,360-21.4% | $2,975-37.7% | $2,631-29.5% |
| Participant deferral / active EE | $7,197 | $4,242+69.7% | $5,107+40.9% | $4,212+70.9% |
| Admin fee / account holder | $15,914 | $8,989+77.0% | $12,068+31.9% | $7,344+116.7% |