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 | $229,363 | $149,734+53.2% | $118,925+92.9% | $158,922+44.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 16.47% | 19.95%-3.5pp | 35.88%-19.4pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,542 | $4,115-62.5% | $3,263-52.8% | $4,761-67.6% |
| Participant deferral / active EE | $7,708 | $5,223+47.6% | $4,265+80.7% | $5,982+28.8% |
| Admin fee / account holder | $4,835 | $8,603-43.8% | $6,581-26.5% | $11,246-57.0% |