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 | $214,905 | $68,719+212.7% | $91,541+134.8% | $84,808+153.4% |
| Participation rate | 71.7% | 64.5%+7.2pp | 69.8%+1.9pp | 68.3%+3.4pp |
| Annual return | 17.38% | 19.12%-1.7pp | 20.50%-3.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,660 | $1,920+38.6% | $2,505+6.2% | $2,631+1.1% |
| Participant deferral / active EE | $5,995 | $3,136+91.2% | $4,008+49.6% | $4,212+42.3% |
| Admin fee / account holder | $3,918 | $5,786-32.3% | $6,956-43.7% | $7,344-46.7% |