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 | $205,022 | $109,413+87.4% | $156,263+31.2% | $84,808+141.7% |
| Participation rate | 86.3% | 72.7%+13.6pp | 78.9%+7.3pp | 68.3%+17.9pp |
| Annual return | 13.65% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,002 | $2,907+3.3% | $4,333-30.7% | $2,631+14.1% |
| Participant deferral / active EE | $5,439 | $4,590+18.5% | $6,158-11.7% | $4,212+29.2% |
| Admin fee / account holder | $7,436 | $9,357-20.5% | $14,255-47.8% | $7,344+1.3% |