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 | $196,318 | $138,347+41.9% | $184,203+6.6% | $80,856+142.8% |
| Participation rate | 83.0% | 83.9%-0.9pp | 86.8%-3.8pp | 67.6%+15.3pp |
| Annual return | 14.37% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,467 | $4,850-49.1% | $6,427-61.6% | $2,755-10.5% |
| Participant deferral / active EE | $9,260 | $7,071+31.0% | $9,131+1.4% | $4,296+115.6% |
| Admin fee / account holder | $3,222 | $10,483-69.3% | $13,901-76.8% | $6,918-53.4% |