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 | $204,699 | $72,012+184.3% | $185,823+10.2% | $79,858+156.3% |
| Participation rate | 84.0% | 65.8%+18.2pp | 78.0%+6.0pp | 69.6%+14.4pp |
| Annual return | 21.03% | 23.12%-2.1pp | 35.95%-14.9pp | 31.71%-10.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,559 | $3,779+100.1% | $5,632+34.2% | $3,740+102.1% |
| Admin fee / account holder | $20,279 | $4,513+349.4% | $9,500+113.5% | $5,306+282.2% |