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 | $243,687 | $109,881+121.8% | $150,045+62.4% | $84,808+187.3% |
| Participation rate | 74.4% | 76.1%-1.7pp | 82.3%-8.0pp | 68.3%+6.0pp |
| Annual return | 15.49% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,548 | $3,561-56.5% | $4,693-67.0% | $2,631-41.2% |
| Participant deferral / active EE | $7,779 | $6,636+17.2% | $7,997-2.7% | $4,212+84.7% |
| Admin fee / account holder | $11,031 | $8,568+28.7% | $13,435-17.9% | $7,344+50.2% |