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 | $213,365 | $109,881+94.2% | $150,045+42.2% | $84,808+151.6% |
| Participation rate | 89.1% | 76.1%+13.0pp | 82.3%+6.8pp | 68.3%+20.8pp |
| Annual return | 14.50% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,392 | $3,561-60.9% | $4,693-70.3% | $2,631-47.1% |
| Participant deferral / active EE | $2,666 | $6,636-59.8% | $7,997-66.7% | $4,212-36.7% |
| Admin fee / account holder | $62,087 | $8,568+624.6% | $13,435+362.1% | $7,344+745.4% |