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 | $215,438 | $90,745+137.4% | $130,231+65.4% | $75,163+186.6% |
| Participation rate | 77.8% | 71.1%+6.7pp | 76.3%+1.5pp | 67.2%+10.6pp |
| Annual return | 15.43% | 34.45%-19.0pp | 38.77%-23.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,670 | $3,314-19.4% | $4,126-35.3% | $2,6700% |
| Participant deferral / active EE | $8,892 | $5,362+65.8% | $6,799+30.8% | $4,125+115.6% |
| Admin fee / account holder | $2,879 | $6,331-54.5% | $6,020-52.2% | $5,651-49.1% |