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 | $206,307 | $49,227+319.1% | $70,449+192.8% | $79,858+158.3% |
| Participation rate | 76.4% | 69.2%+7.2pp | 75.1%+1.3pp | 69.6%+6.7pp |
| Annual return | 17.73% | 30.06%-12.3pp | 109.03%-91.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $3,014 | $2,099+43.6% | $2,737+10.2% | $2,471+22.0% |
| Participant deferral / active EE | $4,702 | $2,768+69.9% | $3,709+26.8% | $3,740+25.7% |
| Admin fee / account holder | $1,478 | $2,878-48.7% | $3,845-61.6% | $5,306-72.1% |