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 5-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 | $203,564 | $85,022+139.4% | $70,515+188.7% | $139,434+46.0% |
| Participation rate | 84.6% | 73.9%+10.7pp | 68.3%+16.3pp | 80.3%+4.3pp |
| Annual return | 16.22% | 30.38%-14.2pp | 32.77%-16.6pp | 372.94%-356.7pp |
| Employer contribution / active EE | $5,921 | $3,909+51.5% | $2,973+99.1% | $4,751+24.6% |
| Participant deferral / active EE | $12,671 | $5,890+115.1% | $4,567+177.5% | $6,710+88.8% |
| Admin fee / account holder | $11,415 | $8,906+28.2% | $6,412+78.0% | $11,403+0.1% |