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 | $178,010 | $89,753+98.3% | $107,525+65.6% | $84,808+109.9% |
| Participation rate | 72.2% | 68.1%+4.2pp | 75.1%-2.9pp | 68.3%+3.9pp |
| Annual return | 18.09% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,646 | $3,113-15.0% | $3,754-29.5% | $2,631+0.6% |
| Participant deferral / active EE | $2,630 | $4,056-35.2% | $5,116-48.6% | $4,212-37.6% |
| Admin fee / account holder | $9,449 | $7,222+30.8% | $8,919+5.9% | $7,344+28.7% |