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 | $177,455 | $86,891+104.2% | $142,449+24.6% | $75,163+136.1% |
| Participation rate | 71.7% | 68.5%+3.2pp | 76.8%-5.1pp | 67.2%+4.5pp |
| Annual return | 15.70% | 23.31%-7.6pp | 19.99%-4.3pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,298 | $3,355-31.5% | $4,847-52.6% | $2,670-13.9% |
| Participant deferral / active EE | $3,938 | $4,938-20.3% | $6,283-37.3% | $4,125-4.5% |
| Admin fee / account holder | $2,567 | $7,299-64.8% | $10,011-74.4% | $5,651-54.6% |