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 | $210,289 | $148,978+41.2% | $200,582+4.8% | $84,808+148.0% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 14.60% | 28.16%-13.6pp | 42.33%-27.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $7,904 | $4,815+64.2% | $6,419+23.1% | $2,631+200.4% |
| Participant deferral / active EE | $8,020 | $7,142+12.3% | $9,331-14.0% | $4,212+90.4% |
| Admin fee / account holder | $3,763 | $13,977-73.1% | $16,305-76.9% | $7,344-48.8% |