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 | $233,575 | $109,881+112.6% | $150,045+55.7% | $84,808+175.4% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 15.67% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,651 | $3,561-53.6% | $4,693-64.8% | $2,631-37.3% |
| Participant deferral / active EE | $9,243 | $6,636+39.3% | $7,997+15.6% | $4,212+119.5% |
| Admin fee / account holder | $13,417 | $8,568+56.6% | $13,435-0.1% | $7,344+82.7% |