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 | $207,947 | $109,413+90.1% | $156,263+33.1% | $84,808+145.2% |
| Participation rate | 75.0% | 72.7%+2.3pp | 78.9%-3.9pp | 68.3%+6.7pp |
| Annual return | 15.91% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,607 | $2,907-10.3% | $4,333-39.8% | $2,631-0.9% |
| Participant deferral / active EE | $4,810 | $4,590+4.8% | $6,158-21.9% | $4,212+14.2% |
| Admin fee / account holder | $75,740 | $9,357+709.5% | $14,255+431.3% | $7,344+931.4% |