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 | $247,728 | $109,881+125.5% | $150,045+65.1% | $84,808+192.1% |
| Participation rate | 87.9% | 76.1%+11.8pp | 82.3%+5.6pp | 68.3%+19.6pp |
| Annual return | 18.98% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,260 | $3,561-8.5% | $4,693-30.5% | $2,631+23.9% |
| Participant deferral / active EE | $7,931 | $6,636+19.5% | $7,997-0.8% | $4,212+88.3% |
| Admin fee / account holder | $1,357 | $8,568-84.2% | $13,435-89.9% | $7,344-81.5% |