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 4-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 | $214,609 | $109,881+95.3% | $150,045+43.0% | $84,808+153.1% |
| Participation rate | 78.2% | 76.1%+2.1pp | 82.3%-4.1pp | 68.3%+9.9pp |
| Annual return | 18.03% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,422 | $3,561-3.9% | $4,693-27.1% | $2,631+30.1% |
| Participant deferral / active EE | $14,580 | $6,636+119.7% | $7,997+82.3% | $4,212+246.2% |
| Admin fee / account holder | $10,624 | $8,568+24.0% | $13,435-20.9% | $7,344+44.7% |