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 | $211,496 | $125,758+68.2% | $169,993+24.4% | $75,163+181.4% |
| Participation rate | 91.2% | 83.6%+7.6pp | 87.0%+4.2pp | 67.2%+24.0pp |
| Annual return | 16.75% | 27.20%-10.4pp | 53.37%-36.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $4,919 | $4,615+6.6% | $6,785-27.5% | $2,670+84.2% |
| Participant deferral / active EE | $8,674 | $6,837+26.9% | $10,408-16.7% | $4,125+110.3% |
| Admin fee / account holder | $4,358 | $8,173-46.7% | $12,815-66.0% | $5,651-22.9% |