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 | $192,367 | $109,881+75.1% | $150,045+28.2% | $84,808+126.8% |
| Participation rate | 74.5% | 76.1%-1.5pp | 82.3%-7.8pp | 68.3%+6.2pp |
| Annual return | 16.15% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,074 | $3,561-41.8% | $4,693-55.8% | $2,631-21.2% |
| Participant deferral / active EE | $12,507 | $6,636+88.5% | $7,997+56.4% | $4,212+197.0% |
| Admin fee / account holder | $23,202 | $8,568+170.8% | $13,435+72.7% | $7,344+215.9% |