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 | $209,455 | $74,927+179.5% | $101,794+105.8% | $84,808+147.0% |
| Participation rate | 77.1% | 61.4%+15.7pp | 69.2%+7.9pp | 68.3%+8.8pp |
| Annual return | 18.13% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,214 | $1,522+45.5% | $2,289-3.3% | $2,631-15.8% |
| Participant deferral / active EE | $4,513 | $3,099+45.6% | $4,084+10.5% | $4,212+7.2% |
| Admin fee / account holder | $2,975 | $6,514-54.3% | $8,777-66.1% | $7,344-59.5% |