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 | $189,498 | $138,347+37.0% | $184,203+2.9% | $80,856+134.4% |
| Participation rate | 74.4% | 83.9%-9.5pp | 86.8%-12.4pp | 67.6%+6.8pp |
| Annual return | 17.30% | 20.02%-2.7pp | 28.81%-11.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $5,412 | $4,850+11.6% | $6,427-15.8% | $2,755+96.4% |
| Participant deferral / active EE | $9,560 | $7,071+35.2% | $9,131+4.7% | $4,296+122.6% |
| Admin fee / account holder | $32,502 | $10,483+210.0% | $13,901+133.8% | $6,918+369.8% |