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 | $203,938 | $109,881+85.6% | $150,045+35.9% | $84,808+140.5% |
| Participation rate | 77.2% | 76.1%+1.1pp | 82.3%-5.1pp | 68.3%+8.9pp |
| Annual return | 18.76% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,828 | $3,561-20.6% | $4,693-39.7% | $2,631+7.5% |
| Participant deferral / active EE | $10,576 | $6,636+59.4% | $7,997+32.3% | $4,212+151.1% |
| Admin fee / account holder | $16,196 | $8,568+89.0% | $13,435+20.6% | $7,344+120.5% |