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 | $202,771 | $89,355+126.9% | $141,162+43.6% | $72,985+177.8% |
| Participation rate | 75.3% | 75.1%+0.2pp | 82.5%-7.1pp | 69.5%+5.8pp |
| Annual return | 22.25% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,690 | $3,114-45.7% | $4,735-64.3% | $2,440-30.7% |
| Participant deferral / active EE | $5,143 | $5,418-5.1% | $6,709-23.3% | $3,607+42.6% |
| Admin fee / account holder | $7,390 | $5,958+24.0% | $10,261-28.0% | $5,124+44.2% |