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 | $207,318 | $77,899+166.1% | $149,673+38.5% | $75,163+175.8% |
| Participation rate | 84.6% | 65.6%+19.0pp | 78.8%+5.8pp | 67.2%+17.4pp |
| Annual return | 16.98% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $6,436 | $3,137+105.1% | $4,818+33.6% | $2,670+141.0% |
| Participant deferral / active EE | $3,326 | $3,411-2.5% | $5,680-41.4% | $4,125-19.4% |
| Admin fee / account holder | $2,076 | $5,956-65.2% | $13,210-84.3% | $5,651-63.3% |