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 7-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 | $213,453 | $95,803+122.8% | $113,168+88.6% | $84,808+151.7% |
| Participation rate | 81.8% | 72.9%+9.0pp | 76.6%+5.3pp | 68.3%+13.5pp |
| Annual return | 15.06% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,144 | $2,360+33.2% | $2,975+5.7% | $2,631+19.5% |
| Participant deferral / active EE | $8,195 | $4,242+93.2% | $5,107+60.5% | $4,212+94.6% |
| Admin fee / account holder | $5,319 | $8,989-40.8% | $12,068-55.9% | $7,344-27.6% |