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 | $201,039 | $77,899+158.1% | $149,673+34.3% | $75,163+167.5% |
| Participation rate | 81.3% | 65.6%+15.7pp | 78.8%+2.5pp | 67.2%+14.1pp |
| Annual return | 17.06% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,624 | $3,137+15.5% | $4,818-24.8% | $2,670+35.8% |
| Participant deferral / active EE | $6,798 | $3,411+99.3% | $5,680+19.7% | $4,125+64.8% |
| Admin fee / account holder | $3,435 | $5,956-42.3% | $13,210-74.0% | $5,651-39.2% |