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 | $206,770 | $81,248+154.5% | $155,509+33.0% | $80,856+155.7% |
| Participation rate | 97.4% | 66.2%+31.1pp | 78.2%+19.2pp | 67.6%+29.7pp |
| Annual return | 13.63% | 33.31%-19.7pp | 64.67%-51.0pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,975 | $3,100-4.0% | $4,672-36.3% | $2,755+8.0% |
| Participant deferral / active EE | $6,694 | $3,452+93.9% | $5,626+19.0% | $4,296+55.8% |
| Admin fee / account holder | $8,975 | $7,997+12.2% | $15,912-43.6% | $6,918+29.7% |