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 | $223,502 | $109,881+103.4% | $150,045+49.0% | $84,808+163.5% |
| Participation rate | 72.5% | 76.1%-3.6pp | 82.3%-9.8pp | 68.3%+4.2pp |
| Annual return | 17.77% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,647 | $3,561+2.4% | $4,693-22.3% | $2,631+38.6% |
| Participant deferral / active EE | $7,000 | $6,636+5.5% | $7,997-12.5% | $4,212+66.2% |
| Admin fee / account holder | $2,633 | $8,568-69.3% | $13,435-80.4% | $7,344-64.2% |