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 | $201,764 | $109,881+83.6% | $150,045+34.5% | $84,808+137.9% |
| Participation rate | 75.9% | 76.1%-0.1pp | 82.3%-6.4pp | 68.3%+7.6pp |
| Annual return | 17.32% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,176 | $3,561+17.3% | $4,693-11.0% | $2,631+58.7% |
| Participant deferral / active EE | $10,267 | $6,636+54.7% | $7,997+28.4% | $4,212+143.8% |
| Admin fee / account holder | $2,778 | $8,568-67.6% | $13,435-79.3% | $7,344-62.2% |