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 | $201,860 | $91,552+120.5% | $133,956+50.7% | $79,858+152.8% |
| Participation rate | 96.4% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 21.84% | 61.85%-40.0pp | 45.09%-23.3pp | 31.71%-9.9pp |
| Employer contribution / active EE | $2,816 | $2,384+18.1% | $3,919-28.1% | $2,471+14.0% |
| Participant deferral / active EE | $3,832 | $3,733+2.6% | $5,048-24.1% | $3,740+2.5% |
| Admin fee / account holder | $25,771 | $6,321+307.7% | $8,927+188.7% | $5,306+385.7% |