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 | $200,945 | $101,724+97.5% | $164,813+21.9% | $80,856+148.5% |
| Participation rate | 80.8% | 71.8%+8.9pp | 78.6%+2.2pp | 67.6%+13.1pp |
| Annual return | 13.39% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $7,086 | $2,953+139.9% | $4,341+63.2% | $2,755+157.2% |
| Participant deferral / active EE | $7,849 | $4,477+75.3% | $6,031+30.1% | $4,296+82.7% |
| Admin fee / account holder | $73,846 | $8,227+797.6% | $12,690+481.9% | $6,918+967.5% |