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 | $195,158 | $86,929+124.5% | $102,423+90.5% | $80,856+141.4% |
| Participation rate | 83.7% | 72.4%+11.3pp | 76.5%+7.2pp | 67.6%+16.1pp |
| Annual return | 11.46% | 18.88%-7.4pp | 29.32%-17.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,551 | $4,118+10.5% | $5,053-9.9% | $4,296+5.9% |
| Admin fee / account holder | $3,362 | $8,049-58.2% | $9,451-64.4% | $6,918-51.4% |