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 | $218,719 | $138,347+58.1% | $184,203+18.7% | $80,856+170.5% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.6%+28.9pp |
| Annual return | 12.06% | 20.02%-8.0pp | 28.81%-16.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,962 | $4,850+22.9% | $6,427-7.2% | $2,755+116.4% |
| Participant deferral / active EE | $7,080 | $7,071+0.1% | $9,131-22.5% | $4,296+64.8% |
| Admin fee / account holder | $1,511 | $10,483-85.6% | $13,901-89.1% | $6,918-78.2% |