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 | $234,392 | $101,724+130.4% | $164,813+42.2% | $80,856+189.9% |
| Participation rate | 73.0% | 71.8%+1.2pp | 78.6%-5.6pp | 67.6%+5.4pp |
| Annual return | 15.47% | 16.72%-1.2pp | 69.93%-54.5pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,499 | $2,953-49.3% | $4,341-65.5% | $2,755-45.6% |
| Participant deferral / active EE | $5,851 | $4,477+30.7% | $6,031-3.0% | $4,296+36.2% |
| Admin fee / account holder | $2,508 | $8,227-69.5% | $12,690-80.2% | $6,918-63.7% |