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 | $211,233 | $95,803+120.5% | $113,168+86.7% | $84,808+149.1% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 18.71% | 25.00%-6.3pp | 24.27%-5.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,369 | $2,360+42.8% | $2,975+13.2% | $2,631+28.1% |
| Participant deferral / active EE | $13,583 | $4,242+220.2% | $5,107+166.0% | $4,212+222.5% |
| Admin fee / account holder | $3,529 | $8,989-60.7% | $12,068-70.8% | $7,344-51.9% |