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 | $201,869 | $81,460+147.8% | $103,333+95.4% | $80,856+149.7% |
| Participation rate | 70.4% | 66.8%+3.5pp | 74.5%-4.1pp | 67.6%+2.7pp |
| Annual return | 17.87% | 25.55%-7.7pp | 24.88%-7.0pp | 35.59%-17.7pp |
| Employer contribution / active EE | $3,372 | $3,105+8.6% | $3,868-12.8% | $2,755+22.4% |
| Participant deferral / active EE | $9,343 | $3,869+141.5% | $5,057+84.7% | $4,296+117.5% |
| Admin fee / account holder | $11,142 | $6,566+69.7% | $8,355+33.4% | $6,918+61.1% |