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 | $187,782 | $65,395+187.2% | $182,532+2.9% | $72,985+157.3% |
| Participation rate | 75.6% | 65.4%+10.2pp | 78.0%-2.4pp | 69.5%+6.1pp |
| Annual return | 23.19% | 27.68%-4.5pp | 148.54%-125.3pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,370 | $1,911+24.0% | $4,076-41.9% | $2,440-2.9% |
| Participant deferral / active EE | $5,451 | $3,563+53.0% | $5,524-1.3% | $3,607+51.1% |
| Admin fee / account holder | $9,931 | $4,245+134.0% | $8,592+15.6% | $5,124+93.8% |