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 | $206,393 | $85,766+140.6% | $136,294+51.4% | $70,131+194.3% |
| Participation rate | 93.2% | 74.2%+19.0pp | 81.9%+11.3pp | 69.5%+23.6pp |
| Annual return | 15.29% | 31.45%-16.2pp | 5155.94%-5140.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $3,409 | $2,966+14.9% | $4,695-27.4% | $2,342+45.5% |
| Participant deferral / active EE | $4,137 | $5,051-18.1% | $6,247-33.8% | $3,332+24.2% |
| Admin fee / account holder | $1,665 | $5,420-69.3% | $9,243-82.0% | $4,645-64.2% |