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 | $224,667 | $109,413+105.3% | $156,263+43.8% | $84,808+164.9% |
| Participation rate | 75.7% | 72.7%+3.0pp | 78.9%-3.2pp | 68.3%+7.4pp |
| Annual return | 16.30% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,296 | $2,907+13.4% | $4,333-23.9% | $2,631+25.3% |
| Participant deferral / active EE | $7,478 | $4,590+62.9% | $6,158+21.4% | $4,212+77.6% |
| Admin fee / account holder | $17,157 | $9,357+83.4% | $14,255+20.4% | $7,344+133.6% |